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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return