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

Evercore 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
2015
Q3 		– Sell
-152
Closed -$9K – 1029
2015
Q2 		$9K Buy
+152
New +$10.2K ﹤0.01% 930

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Evercore Wealth Management's NHI Position: Q3 2015 in Review

Evercore Wealth Management sold out of National Health Investors (NHI) in Q3 2015, closing a stake of 152 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in NHI in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 180 funds tracked by Wall St. Rank hold NHI as of Q3 2015.

  • Evercore Wealth Management reported no remaining National Health Investors position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 152 National Health Investors shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in National Health Investors in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's National Health Investors position peaked at $9K in Q2 2015.
  • 180 funds tracked by Wall St. Rank held National Health Investors as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.