Evoke Wealth’s National Healthcare NHC Stock Holding History

Evoke Wealth’s Portfolio NHC Stock Details NHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-24	Closed	-$2.09K	–	1283
2019 Q4	$2.09K	Hold	24	–	–	﹤0.01%	1058
2019 Q3	$1.98K	Buy	+24	New	+$1.99K	﹤0.01%	1210

Other funds holding NHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's NHC Position: Q1 2020 in Review

Evoke Wealth sold out of National Healthcare (NHC) in Q1 2020, closing a stake of 24 shares — an estimated $2.09K sold.

Evoke Wealth first reported a position in NHC in Q3 2019 and held it in 2 quarters. The position peaked at $2.09K in Q4 2019. 146 funds tracked by Wall St. Rank hold NHC as of Q1 2020.

Evoke Wealth reported no remaining National Healthcare position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 24 National Healthcare shares in Q1 2020, an estimated $2.09K.
Evoke Wealth first reported a position in National Healthcare in Q3 2019 and held it in 2 quarters.
Evoke Wealth's National Healthcare position peaked at $2.09K in Q4 2019.
146 funds tracked by Wall St. Rank held National Healthcare as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.