Capital Bank & Trust’s National Health Investors NHI Stock Holding History

Capital Bank & Trust’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 Q1	–	Sell	-37	Closed	-$3K	–	761
2019 Q4	$3K	Buy	+37	New	+$3.03K	﹤0.01%	648

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Bank & Trust's NHI Position: Q1 2020 in Review

Capital Bank & Trust sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 37 shares — an estimated $3K sold.

Capital Bank & Trust first reported a position in NHI in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

Capital Bank & Trust reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
Capital Bank & Trust sold 37 National Health Investors shares in Q1 2020, an estimated $3K.
Capital Bank & Trust first reported a position in National Health Investors in Q4 2019 and held it in 1 quarter.
Capital Bank & Trust's National Health Investors position peaked at $3K in Q4 2019.
245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.