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Cornerstone Wealth Management’s National Health Investors NHI Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-73,594
Closed -$944K – 874
2018
Q3 		$944K Buy
73,594
+53,973
+275% +$4.12M 0.01% 725
2018
Q2 		$265K Buy
+19,621
New +$1.39M ﹤0.01% 1235

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Wealth Management's NHI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of National Health Investors (NHI) in Q4 2018, closing a stake of 73,594 shares — an estimated $944K sold.

Cornerstone Wealth Management first reported a position in NHI in Q2 2018 and held it in 2 quarters. The position peaked at $944K in Q3 2018. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining National Health Investors position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 73,594 National Health Investors shares in Q4 2018, an estimated $944K.
  • Cornerstone Wealth Management first reported a position in National Health Investors in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's National Health Investors position peaked at $944K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.