Jacobus Wealth Management’s National Health Investors NHI Stock Holding History

Jacobus Wealth 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
2016 Q2	–	Sell	-9,000	Closed	-$599K	–	246
2016 Q1	$599K	Hold	9,000	–	–	0.18%	101
2015 Q4	$548K	Hold	9,000	–	–	0.16%	113
2015 Q3	$517K	Hold	9,000	–	–	0.15%	112
2015 Q2	$561K	Hold	9,000	–	–	0.14%	122
2015 Q1	$639K	Hold	9,000	–	–	0.17%	106
2014 Q4	$630K	Hold	9,000	–	–	0.16%	101
2014 Q3	$514K	Hold	9,000	–	–	0.14%	124
2014 Q2	$563K	Hold	9,000	–	–	0.14%	124
2014 Q1	$544K	Hold	9,000	–	–	0.13%	127
2013 Q4	$505K	Buy	+9,000	New	+$535K	0.15%	120

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobus Wealth Management's NHI Position: Q2 2016 in Review

Jacobus Wealth Management sold out of National Health Investors (NHI) in Q2 2016, closing a stake of 9,000 shares — an estimated $599K sold.

Jacobus Wealth Management first reported a position in NHI in Q4 2013 and held it in 10 quarters. The position peaked at $639K in Q1 2015. 200 funds tracked by Wall St. Rank hold NHI as of Q2 2016.

Jacobus Wealth Management reported no remaining National Health Investors position as of Q2 2016 after selling out during the quarter.
Jacobus Wealth Management sold 9,000 National Health Investors shares in Q2 2016, an estimated $599K.
Jacobus Wealth Management first reported a position in National Health Investors in Q4 2013 and held it in 10 quarters.
Jacobus Wealth Management's National Health Investors position peaked at $639K in Q1 2015.
200 funds tracked by Wall St. Rank held National Health Investors as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.