OMCS
NHI icon

Old Mutual Customised Solutions’s National Health Investors NHI Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-300
Closed -$18K – 1082
2013
Q2 		$18K Buy
+300
New +$19.4K 0.01% 1316

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
City National Bank
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Old Mutual Customised Solutions's NHI Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of National Health Investors (NHI) in Q3 2013, closing a stake of 300 shares — an estimated $18K sold.

Old Mutual Customised Solutions first reported a position in NHI in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 145 funds tracked by Wall St. Rank hold NHI as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining National Health Investors position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 National Health Investors shares in Q3 2013, an estimated $18K.
  • Old Mutual Customised Solutions first reported a position in National Health Investors in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's National Health Investors position peaked at $18K in Q2 2013.
  • 145 funds tracked by Wall St. Rank held National Health Investors as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.