Northwest Wealth Management’s National Health Investors NHI Stock Holding History

Northwest Wealth 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
2019 Q2	–	Sell	-73	Closed	-$6K	–	349
2019 Q1	$6K	Hold	73	–	–	﹤0.01%	392
2018 Q4	$6K	Hold	73	–	–	0.01%	380
2018 Q3	$6K	Hold	73	–	–	﹤0.01%	404
2018 Q2	$5K	Hold	73	–	–	﹤0.01%	409
2018 Q1	$5K	Buy	+73	New	+$4.99K	﹤0.01%	419

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

Northwest Wealth Management's NHI Position: Q2 2019 in Review

Northwest Wealth Management sold out of National Health Investors (NHI) in Q2 2019, closing a stake of 73 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in NHI in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 236 funds tracked by Wall St. Rank hold NHI as of Q2 2019.

Northwest Wealth Management reported no remaining National Health Investors position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 73 National Health Investors shares in Q2 2019, an estimated $6K.
Northwest Wealth Management first reported a position in National Health Investors in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's National Health Investors position peaked at $6K in Q1 2019.
236 funds tracked by Wall St. Rank held National Health Investors as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.