Executive Wealth Management’s Omega Healthcare OHI Stock Holding History

Executive Wealth Management’s Portfolio OHI Stock Details OHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-181	Closed	-$6K	–	902
2018 Q4	$6K	Buy	+181	New	+$6.28K	﹤0.01%	645

Other funds holding OHI

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's OHI Position: Q1 2019 in Review

Executive Wealth Management sold out of Omega Healthcare (OHI) in Q1 2019, closing a stake of 181 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in OHI in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 480 funds tracked by Wall St. Rank hold OHI as of Q1 2019.

Executive Wealth Management reported no remaining Omega Healthcare position as of Q1 2019 after selling out during the quarter.
Executive Wealth Management sold 181 Omega Healthcare shares in Q1 2019, an estimated $6K.
Executive Wealth Management first reported a position in Omega Healthcare in Q4 2018 and held it in 1 quarter.
Executive Wealth Management's Omega Healthcare position peaked at $6K in Q4 2018.
480 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.