BIG
CHCT

Bellwether Investment Group’s Community Healthcare Trust CHCT Stock Holding History

Bellwether Investment Group’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,694
Closed -$62K – 793
2016
Q4 		$62K Buy
+2,694
New +$60.2K 0.06% 243
2016
Q2 		$85K Buy
+4,031
New +$76.4K 0.09% 187

Other funds holding CHCT

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Investment Group's CHCT Position: Q1 2017 in Review

Bellwether Investment Group sold out of Community Healthcare Trust (CHCT) in Q1 2017, closing a stake of 2,694 shares — an estimated $62K sold.

Bellwether Investment Group first reported a position in CHCT in Q2 2016 and held it in 2 quarters. The position peaked at $85K in Q2 2016. 85 funds tracked by Wall St. Rank hold CHCT as of Q1 2017.

  • Bellwether Investment Group reported no remaining Community Healthcare Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,694 Community Healthcare Trust shares in Q1 2017, an estimated $62K.
  • Bellwether Investment Group first reported a position in Community Healthcare Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Community Healthcare Trust position peaked at $85K in Q2 2016.
  • 85 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.