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

Destination 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
-14
Closed -$1K – 649
2018
Q3 		$1K Buy
+14
New +$1.07K ﹤0.01% 654

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

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

Destination Wealth Management sold out of National Health Investors (NHI) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in NHI in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

  • Destination Wealth Management reported no remaining National Health Investors position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 14 National Health Investors shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in National Health Investors in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's National Health Investors position peaked at $1K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.