FGC
NHI icon

Financial Gravity Companies’s National Health Investors NHI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$11K Buy
+139
New +$10.5K 0.01% 575
2018
Q1 		$40K Buy
579
+70
+14% +$4.78K 0.04% 371
2017
Q4 		$36K Buy
+509
New +$39.5K 0.04% 380

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's NHI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in National Health Investors (NHI) in Q4 2018: 139 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NHI as recently as Q1 2018.

Financial Gravity Companies first reported a position in NHI in Q4 2017 and has held it in 3 quarters since. The position peaked at $40K in Q1 2018. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

  • Financial Gravity Companies held 139 shares of National Health Investors worth $11K as of Q4 2018.
  • National Health Investors was a new Financial Gravity Companies position in Q4 2018.
  • National Health Investors made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #575 holding.
  • Financial Gravity Companies first reported a position in National Health Investors in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's National Health Investors position peaked at $40K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.