Benjamin F. Edwards & Company’s National Health Investors NHI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$6K	–	1737
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	1390
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1429
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	1483
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	1470
2019 Q2	$8K	Sell	100 -100	-50%	-$7.77K	﹤0.01%	1490
2019 Q1	$16K	Hold	200	–	–	﹤0.01%	1199
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	1169
2018 Q3	$15K	Hold	200	–	–	﹤0.01%	1169
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	1171
2018 Q1	$13K	Hold	200	–	–	﹤0.01%	1196
2017 Q4	$15K	Hold	200	–	–	﹤0.01%	1098
2017 Q3	$15K	Buy	200 +100	+100%	+$7.82K	﹤0.01%	1047
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	1150
2017 Q1	$7K	Hold	100	–	–	﹤0.01%	1101
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	1010
2016 Q3	$8K	Hold	100	–	–	﹤0.01%	885
2016 Q2	$8K	Buy	+100	New	+$6.94K	﹤0.01%	844

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benjamin F. Edwards & Company's NHI Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 100 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in NHI in Q2 2016 and held it in 17 quarters. The position peaked at $16K in Q1 2019. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

Benjamin F. Edwards & Company reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 100 National Health Investors shares in Q3 2020, an estimated $6K.
Benjamin F. Edwards & Company first reported a position in National Health Investors in Q2 2016 and held it in 17 quarters.
Benjamin F. Edwards & Company's National Health Investors position peaked at $16K in Q1 2019.
229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.