Fusion Family Wealth’s Omega Healthcare OHI Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-212	Closed	-$6K	–	390
2016 Q4	$6K	Buy	+212	New	+$6.54K	﹤0.01%	295

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fusion Family Wealth's OHI Position: Q1 2017 in Review

Fusion Family Wealth sold out of Omega Healthcare (OHI) in Q1 2017, closing a stake of 212 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in OHI in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 420 funds tracked by Wall St. Rank hold OHI as of Q1 2017.

Fusion Family Wealth reported no remaining Omega Healthcare position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 212 Omega Healthcare shares in Q1 2017, an estimated $6K.
Fusion Family Wealth first reported a position in Omega Healthcare in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Omega Healthcare position peaked at $6K in Q4 2016.
420 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.