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Michael B. Elefante’s National Health Investors NHI Stock Holding History

Michael B. Elefante’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
Q4 		$19K Sell
275
-10
-4% -$650 0.02% 107
2014
Q3 		$16K Sell
285
-170
-37% -$10.5K 0.01% 139
2014
Q2 		$28K Sell
455
-30
-6% -$1.85K 0.01% 148
2014
Q1 		$29K Buy
+485
New +$29.4K 0.01% 136

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Michael B. Elefante's NHI Position: Q4 2014 in Review

Michael B. Elefante reduced its National Health Investors (NHI) stake by 3.5% in Q4 2014, selling an estimated $650 and leaving 275 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #107.

Michael B. Elefante first reported a position in NHI in Q1 2014 and has held it in 4 quarters since. The position peaked at $29K in Q1 2014. 183 funds tracked by Wall St. Rank hold NHI as of Q4 2014.

  • Michael B. Elefante held 275 shares of National Health Investors worth $19K as of Q4 2014.
  • Michael B. Elefante sold 10 National Health Investors shares in Q4 2014, an estimated $650.
  • National Health Investors made up 0.02% of Michael B. Elefante's portfolio in Q4 2014, its #107 holding.
  • Michael B. Elefante first reported a position in National Health Investors in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's National Health Investors position peaked at $29K in Q1 2014.
  • 183 funds tracked by Wall St. Rank held National Health Investors as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.