IOOF
NHI icon

Independent Order of Foresters’s National Health Investors NHI Stock Holding History

Independent Order of Foresters’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
2014
Q4 		– Sell
-900
Closed -$51K – 119
2014
Q3 		$51K Hold
900
– – 0.05% 109
2014
Q2 		$56K Hold
900
– – 0.05% 109
2014
Q1 		$54K Hold
900
– – 0.05% 106
2013
Q4 		$50K Hold
900
– – 0.05% 109
2013
Q3 		$51K Hold
900
– – 0.05% 109
2013
Q2 		$54K Buy
+900
New +$58.3K 0.05% 103

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Order of Foresters's NHI Position: Q4 2014 in Review

Independent Order of Foresters sold out of National Health Investors (NHI) in Q4 2014, closing a stake of 900 shares — an estimated $51K sold.

Independent Order of Foresters first reported a position in NHI in Q2 2013 and held it in 6 quarters. The position peaked at $56K in Q2 2014. 183 funds tracked by Wall St. Rank hold NHI as of Q4 2014.

  • Independent Order of Foresters reported no remaining National Health Investors position as of Q4 2014 after selling out during the quarter.
  • Independent Order of Foresters sold 900 National Health Investors shares in Q4 2014, an estimated $51K.
  • Independent Order of Foresters first reported a position in National Health Investors in Q2 2013 and held it in 6 quarters.
  • Independent Order of Foresters's National Health Investors position peaked at $56K in Q2 2014.
  • 183 funds tracked by Wall St. Rank held National Health Investors as of Q4 2014.

Based on Independent Order of Foresters's 13F filing for Q4 2014, filed 12 Feb 2015.