LIA
CHCT

LBMC Investment Advisors’s Community Healthcare Trust CHCT Stock Holding History

LBMC Investment Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,001
Closed -$214K – 93
2019
Q4 		$214K Hold
5,001
– – 0.03% 100
2019
Q3 		$223K Buy
+5,001
New +$211K 0.03% 85
2019
Q2 		– Sell
-7,001
Closed -$251K – 98
2019
Q1 		$251K Buy
+7,001
New +$233K 0.04% 82

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

LBMC Investment Advisors's CHCT Position: Q1 2020 in Review

LBMC Investment Advisors sold out of Community Healthcare Trust (CHCT) in Q1 2020, closing a stake of 5,001 shares — an estimated $214K sold.

LBMC Investment Advisors first reported a position in CHCT in Q1 2019 and held it in 3 quarters. The position peaked at $251K in Q1 2019. 176 funds tracked by Wall St. Rank hold CHCT as of Q1 2020.

  • LBMC Investment Advisors reported no remaining Community Healthcare Trust position as of Q1 2020 after selling out during the quarter.
  • LBMC Investment Advisors sold 5,001 Community Healthcare Trust shares in Q1 2020, an estimated $214K.
  • LBMC Investment Advisors first reported a position in Community Healthcare Trust in Q1 2019 and held it in 3 quarters.
  • LBMC Investment Advisors's Community Healthcare Trust position peaked at $251K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2020.

Based on LBMC Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.