HMS Capital Management’s National Health Investors NHI Stock Holding History

HMS Capital 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
2018 Q1	–	Sell	-7,700	Closed	-$580K	–	180
2017 Q4	$580K	Hold	7,700	–	–	0.43%	81
2017 Q3	$595K	Hold	7,700	–	–	0.51%	71
2017 Q2	$610K	Buy	7,700 +300	+4%	+$22.7K	0.54%	67
2017 Q1	$535K	Buy	7,400 +1,500	+25%	+$110K	0.49%	75
2016 Q4	$438K	Buy	5,900 +700	+13%	+$51.4K	0.46%	86
2016 Q3	$408K	Buy	+5,200	New	+$409K	0.41%	83

Other funds holding NHI

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

HMS Capital Management's NHI Position: Q1 2018 in Review

HMS Capital Management sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 12,889 shares — an estimated $972K sold.

HMS Capital Management first reported a position in NHI in Q3 2016 and held it in 6 quarters. The position peaked at $1.07M in Q2 2017. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

HMS Capital Management reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
HMS Capital Management sold 12,889 National Health Investors shares in Q1 2018, an estimated $972K.
HMS Capital Management first reported a position in National Health Investors in Q3 2016 and held it in 6 quarters.
HMS Capital Management's National Health Investors position peaked at $1.07M in Q2 2017.
224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on HMS Capital Management's 13F filing for Q1 2018, filed 8 May 2018.