LPL Financial’s Regional Health Properties, Inc. RHE Stock Holding History

LPL Financial’s Portfolio RHE Stock Details RHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-942	Closed	-$1K	–	3283
2018 Q4	$1K	Hold	942	–	–	﹤0.01%	3068
2018 Q3	$2K	Hold	942	–	–	﹤0.01%	3225
2018 Q2	$3K	Hold	942	–	–	﹤0.01%	3205
2018 Q1	$4K	Hold	942	–	–	﹤0.01%	3173
2017 Q4	$2K	Buy	+942	New	+$4.92K	﹤0.01%	3019

Other funds holding RHE

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

LPL Financial's RHE Position: Q1 2019 in Review

LPL Financial sold out of Regional Health Properties, Inc. (RHE) in Q1 2019, closing a stake of 942 shares — an estimated $1K sold.

LPL Financial first reported a position in RHE in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 10 funds tracked by Wall St. Rank hold RHE as of Q1 2019.

LPL Financial reported no remaining Regional Health Properties, Inc. position as of Q1 2019 after selling out during the quarter.
LPL Financial sold 942 Regional Health Properties, Inc. shares in Q1 2019, an estimated $1K.
LPL Financial first reported a position in Regional Health Properties, Inc. in Q4 2017 and held it in 5 quarters.
LPL Financial's Regional Health Properties, Inc. position peaked at $4K in Q1 2018.
10 funds tracked by Wall St. Rank held Regional Health Properties, Inc. as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.