BSW
RHE

Buckingham Strategic Wealth’s Regional Health Properties, Inc. RHE Stock Holding History

Buckingham Strategic Wealth’s Portfolio RHE Stock Details RHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,005
Closed -$125K – 238
2015
Q2 		$125K Buy
3,005
+1,745
+138% +$81.8K 0.04% 216
2015
Q1 		$66K Buy
1,260
+245
+24% +$12.3K 0.02% 214
2014
Q4 		$49K Buy
+1,015
New +$51.1K 0.02% 200

Other funds holding RHE

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Silver Capital Management New York $5.22M AUM 15.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Buckingham Strategic Wealth's RHE Position: Q3 2015 in Review

Buckingham Strategic Wealth sold out of Regional Health Properties, Inc. (RHE) in Q3 2015, closing a stake of 3,005 shares — an estimated $125K sold.

Buckingham Strategic Wealth first reported a position in RHE in Q4 2014 and held it in 3 quarters. The position peaked at $125K in Q2 2015. 33 funds tracked by Wall St. Rank hold RHE as of Q3 2015.

  • Buckingham Strategic Wealth reported no remaining Regional Health Properties, Inc. position as of Q3 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,005 Regional Health Properties, Inc. shares in Q3 2015, an estimated $125K.
  • Buckingham Strategic Wealth first reported a position in Regional Health Properties, Inc. in Q4 2014 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Regional Health Properties, Inc. position peaked at $125K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q3 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2015, filed 2 Nov 2015.