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Netols Asset Management’s National Health Investors NHI Stock Holding History

Netols Asset 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
2016
Q4 		– Sell
-72,943
Closed -$5.72M – 68
2016
Q3 		$5.72M Sell
72,943
-1,519
-2% -$120K 1.27% 48
2016
Q2 		$5.59M Sell
74,462
-2,994
-4% -$208K 1.26% 46
2016
Q1 		$5.15M Sell
77,456
-1,856
-2% -$115K 1.14% 54
2015
Q4 		$4.83M Buy
79,312
+444
+0.6% +$26.5K 1.07% 56
2015
Q3 		$4.53M Sell
78,868
-10,022
-11% -$606K 1.03% 55
2015
Q2 		$5.54M Sell
88,890
-1,523
-2% -$102K 1.09% 58
2015
Q1 		$6.42M Sell
90,413
-10,028
-10% -$724K 1.25% 52
2014
Q4 		$7.03M Sell
100,441
-10,877
-10% -$707K 1.36% 41
2014
Q3 		$6.36M Sell
111,318
-11,378
-9% -$705K 1.21% 53
2014
Q2 		$7.68M Buy
122,696
+23,581
+24% +$1.45M 1.24% 52
2014
Q1 		$5.99M Sell
99,115
-6,723
-6% -$408K 0.96% 64
2013
Q4 		$5.94M Sell
105,838
-11,508
-10% -$684K 0.9% 67
2013
Q3 		$6.68M Sell
117,346
-8,420
-7% -$502K 1% 62
2013
Q2 		$7.53M Buy
+125,766
New +$8.14M 1.17% 53

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Netols Asset Management's NHI Position: Q4 2016 in Review

Netols Asset Management sold out of National Health Investors (NHI) in Q4 2016, closing a stake of 72,943 shares — an estimated $5.72M sold.

Netols Asset Management first reported a position in NHI in Q2 2013 and held it in 14 quarters. The position peaked at $7.68M in Q2 2014. 202 funds tracked by Wall St. Rank hold NHI as of Q4 2016.

  • Netols Asset Management reported no remaining National Health Investors position as of Q4 2016 after selling out during the quarter.
  • Netols Asset Management sold 72,943 National Health Investors shares in Q4 2016, an estimated $5.72M.
  • Netols Asset Management first reported a position in National Health Investors in Q2 2013 and held it in 14 quarters.
  • Netols Asset Management's National Health Investors position peaked at $7.68M in Q2 2014.
  • 202 funds tracked by Wall St. Rank held National Health Investors as of Q4 2016.

Based on Netols Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.