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IHT Wealth Management’s National Bank Holdings NBHC Stock Holding History

IHT Wealth Management’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-32
Closed -$1K – 1020
2018
Q1 		$1K Hold
32
– – ﹤0.01% 1608
2017
Q4 		$1K Hold
32
– – ﹤0.01% 1600
2017
Q3 		$1K Hold
32
– – ﹤0.01% 1333
2017
Q2 		$7 Hold
32
– – ﹤0.01% 1043
2017
Q1 		$1K Hold
32
– – ﹤0.01% 1192
2016
Q4 		$1K Buy
+32
New +$858 ﹤0.01% 1138

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

IHT Wealth Management's NBHC Position: Q2 2018 in Review

IHT Wealth Management sold out of National Bank Holdings (NBHC) in Q2 2018, closing a stake of 32 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in NBHC in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 133 funds tracked by Wall St. Rank hold NBHC as of Q2 2018.

  • IHT Wealth Management reported no remaining National Bank Holdings position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 32 National Bank Holdings shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in National Bank Holdings in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's National Bank Holdings position peaked at $1K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.