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Lebenthal Asset Management’s National Health Investors NHI Stock Holding History

Lebenthal Asset 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
Q4 		– Sell
-64
Closed -$5K – 547
2016
Q3 		$5K Buy
+64
New +$5.04K ﹤0.01% 846

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

Lebenthal Asset Management's NHI Position: Q4 2016 in Review

Lebenthal Asset Management sold out of National Health Investors (NHI) in Q4 2016, closing a stake of 64 shares — an estimated $5K sold.

Lebenthal Asset Management first reported a position in NHI in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 202 funds tracked by Wall St. Rank hold NHI as of Q4 2016.

  • Lebenthal Asset Management reported no remaining National Health Investors position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 64 National Health Investors shares in Q4 2016, an estimated $5K.
  • Lebenthal Asset Management first reported a position in National Health Investors in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's National Health Investors position peaked at $5K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held National Health Investors as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.