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Lenox Wealth Advisors’s National Health Investors NHI Stock Holding History

Lenox Wealth Advisors’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
2019
Q2 		– Sell
-39
Closed -$3K – 525
2019
Q1 		$3K Buy
+39
New +$3.1K ﹤0.01% 468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Lenox Wealth Advisors's NHI Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of National Health Investors (NHI) in Q2 2019, closing a stake of 39 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in NHI in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 236 funds tracked by Wall St. Rank hold NHI as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining National Health Investors position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 39 National Health Investors shares in Q2 2019, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in National Health Investors in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's National Health Investors position peaked at $3K in Q1 2019.
  • 236 funds tracked by Wall St. Rank held National Health Investors as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.