DLHL
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Donald L. Hagan LLC’s National Health Investors NHI Stock Holding History

Donald L. Hagan LLC’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
2016
Q2 		– Sell
-225
Closed -$15K – 226
2016
Q1 		$15K Buy
+225
New +$13.9K 0.01% 238
2015
Q4 		– Sell
-225
Closed -$13K – 226
2015
Q3 		$13K Buy
+225
New +$13.6K 0.01% 258

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Donald L. Hagan LLC's NHI Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of National Health Investors (NHI) in Q2 2016, closing a stake of 225 shares — an estimated $15K sold.

Donald L. Hagan LLC first reported a position in NHI in Q3 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2016. 200 funds tracked by Wall St. Rank hold NHI as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining National Health Investors position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 225 National Health Investors shares in Q2 2016, an estimated $15K.
  • Donald L. Hagan LLC first reported a position in National Health Investors in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's National Health Investors position peaked at $15K in Q1 2016.
  • 200 funds tracked by Wall St. Rank held National Health Investors as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.