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McKinley Capital Management’s National Health Investors NHI Stock Holding History

McKinley Capital 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
2014
Q3 		– Sell
-2,005
Closed -$125K – 352
2014
Q2 		$125K Sell
2,005
-1,560
-44% -$96.2K 0.01% 320
2014
Q1 		$216K Hold
3,565
– – 0.01% 323
2013
Q4 		$200K Sell
3,565
-470
-12% -$27.9K 0.01% 347
2013
Q3 		$230K Hold
4,035
– – 0.01% 326
2013
Q2 		$242K Buy
+4,035
New +$261K 0.01% 305

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McKinley Capital Management's NHI Position: Q3 2014 in Review

McKinley Capital Management sold out of National Health Investors (NHI) in Q3 2014, closing a stake of 2,005 shares — an estimated $125K sold.

McKinley Capital Management first reported a position in NHI in Q2 2013 and held it in 5 quarters. The position peaked at $242K in Q2 2013. 168 funds tracked by Wall St. Rank hold NHI as of Q3 2014.

  • McKinley Capital Management reported no remaining National Health Investors position as of Q3 2014 after selling out during the quarter.
  • McKinley Capital Management sold 2,005 National Health Investors shares in Q3 2014, an estimated $125K.
  • McKinley Capital Management first reported a position in National Health Investors in Q2 2013 and held it in 5 quarters.
  • McKinley Capital Management's National Health Investors position peaked at $242K in Q2 2013.
  • 168 funds tracked by Wall St. Rank held National Health Investors as of Q3 2014.

Based on McKinley Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.