Mosaic Family Wealth’s National Health Investors NHI Stock Holding History

Mosaic Family Wealth’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	-300	Closed	-$24K	–	452
2019 Q1	$24K	Hold	300	–	–	0.01%	416
2018 Q4	$23K	Hold	300	–	–	0.01%	413
2018 Q3	$23K	Hold	300	–	–	0.01%	423
2018 Q2	$22K	Hold	300	–	–	0.01%	451
2018 Q1	$20K	Hold	300	–	–	0.01%	430
2017 Q4	$23K	Sell	300 -60	-17%	-$4.66K	0.01%	430
2017 Q3	$28K	Buy	360 +60	+20%	+$4.69K	0.01%	424
2017 Q2	$24K	Hold	300	–	–	0.01%	417
2017 Q1	$22K	Hold	300	–	–	0.01%	423
2016 Q4	$22K	Hold	300	–	–	0.01%	420
2016 Q3	$24K	Hold	300	–	–	0.01%	421
2016 Q2	$23K	Hold	300	–	–	0.01%	426
2016 Q1	$19K	Hold	300	–	–	0.01%	442
2015 Q4	$18K	Buy	+300	New	+$17.9K	0.01%	463

Other funds holding NHI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 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

Mosaic Family Wealth's NHI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of National Health Investors (NHI) in Q2 2019, closing a stake of 300 shares — an estimated $24K sold.

Mosaic Family Wealth first reported a position in NHI in Q4 2015 and held it in 14 quarters. The position peaked at $28K in Q3 2017. 236 funds tracked by Wall St. Rank hold NHI as of Q2 2019.

Mosaic Family Wealth reported no remaining National Health Investors position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 300 National Health Investors shares in Q2 2019, an estimated $24K.
Mosaic Family Wealth first reported a position in National Health Investors in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's National Health Investors position peaked at $28K in Q3 2017.
236 funds tracked by Wall St. Rank held National Health Investors as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.