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Loring Wolcott & Coolidge Fiduciary Advisors’s National Health Investors NHI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020
Q2 		– Sell
-230
Closed -$11K – 627
2020
Q1 		$11K Buy
+230
New +$17.5K ﹤0.01% 534

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NHI Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 230 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NHI in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 230 National Health Investors shares in Q2 2020, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in National Health Investors in Q1 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's National Health Investors position peaked at $11K in Q1 2020.
  • 237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.