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ERTS Wealth Advisors’s National Health Investors NHI Stock Holding History

ERTS Wealth Advisors’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
Q1 		– Sell
-330
Closed -$25K – 231
2018
Q4 		$25K Buy
+330
New +$24.9K 0.02% 199

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ERTS Wealth Advisors's NHI Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of National Health Investors (NHI) in Q1 2019, closing a stake of 330 shares — an estimated $25K sold.

ERTS Wealth Advisors first reported a position in NHI in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining National Health Investors position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 330 National Health Investors shares in Q1 2019, an estimated $25K.
  • ERTS Wealth Advisors first reported a position in National Health Investors in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's National Health Investors position peaked at $25K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.