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Invictus RG’s National Health Investors NHI Stock Holding History

Invictus RG’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
2017
Q2 		– Sell
-208
Closed -$15K – 770
2017
Q1 		$15K Buy
208
+5
+2% +$367 0.01% 640
2016
Q4 		$15K Buy
203
+8
+4% +$587 0.01% 554
2016
Q3 		$15K Buy
+195
New +$15.3K 0.01% 610

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invictus RG's NHI Position: Q2 2017 in Review

Invictus RG sold out of National Health Investors (NHI) in Q2 2017, closing a stake of 208 shares — an estimated $15K sold.

Invictus RG first reported a position in NHI in Q3 2016 and held it in 3 quarters. The position peaked at $15K in Q1 2017. 193 funds tracked by Wall St. Rank hold NHI as of Q2 2017.

  • Invictus RG reported no remaining National Health Investors position as of Q2 2017 after selling out during the quarter.
  • Invictus RG sold 208 National Health Investors shares in Q2 2017, an estimated $15K.
  • Invictus RG first reported a position in National Health Investors in Q3 2016 and held it in 3 quarters.
  • Invictus RG's National Health Investors position peaked at $15K in Q1 2017.
  • 193 funds tracked by Wall St. Rank held National Health Investors as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.