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

Doyle 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
2019 Q3	–	Sell	-1,000	Closed	-$78K	–	555
2019 Q2	$78K	Buy	+1,000	New	+$77.7K	0.01%	295
2019 Q1	–	Sell	-1,000	Closed	-$76K	–	541
2018 Q4	$76K	Buy	+1,000	New	+$75.3K	0.01%	292
2017 Q2	–	Sell	-3,130	Closed	-$227K	–	143
2017 Q1	$227K	Buy	+3,130	New	+$229K	0.05%	124

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Doyle Wealth Management's NHI Position: Q3 2019 in Review

Doyle Wealth Management sold out of National Health Investors (NHI) in Q3 2019, closing a stake of 1,000 shares — an estimated $78K sold.

Doyle Wealth Management first reported a position in NHI in Q1 2017 and held it in 3 quarters. The position peaked at $227K in Q1 2017. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2019.

Doyle Wealth Management reported no remaining National Health Investors position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,000 National Health Investors shares in Q3 2019, an estimated $78K.
Doyle Wealth Management first reported a position in National Health Investors in Q1 2017 and held it in 3 quarters.
Doyle Wealth Management's National Health Investors position peaked at $227K in Q1 2017.
242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.