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Financial Advocates Investment Management’s National Health Investors NHI Stock Holding History

Financial Advocates Investment 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
2020
Q3 		– Sell
-17,255
Closed -$1.05M – 671
2020
Q2 		$1.05M Buy
+17,255
New +$948K 0.1% 238

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's NHI Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 17,255 shares — an estimated $1.05M sold.

Financial Advocates Investment Management first reported a position in NHI in Q2 2020 and held it in 1 quarter. The position peaked at $1.05M in Q2 2020. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,255 National Health Investors shares in Q3 2020, an estimated $1.05M.
  • Financial Advocates Investment Management first reported a position in National Health Investors in Q2 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's National Health Investors position peaked at $1.05M in Q2 2020.
  • 229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.