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Integrated Wealth Management (Palm Desert)’s National Health Investors NHI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-20
Closed -$1K – 1423
2015
Q1 		$1K Buy
+20
New +$1.44K ﹤0.01% 1199

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NHI Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of National Health Investors (NHI) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NHI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 181 funds tracked by Wall St. Rank hold NHI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining National Health Investors position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 20 National Health Investors shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in National Health Investors in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s National Health Investors position peaked at $1K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held National Health Investors as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.