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Rational Advisors’s National Health Investors NHI Stock Holding History

Rational Advisors’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
-2,500
Closed -$196K – 277
2016
Q3 		$196K Hold
2,500
– – 0.13% 125
2016
Q2 		$188K Hold
2,500
– – 0.13% 107
2016
Q1 		$166K Buy
+2,500
New +$154K 0.11% 158

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

Rational Advisors's NHI Position: Q4 2016 in Review

Rational Advisors sold out of National Health Investors (NHI) in Q4 2016, closing a stake of 2,500 shares — an estimated $196K sold.

Rational Advisors first reported a position in NHI in Q1 2016 and held it in 3 quarters. The position peaked at $196K in Q3 2016. 202 funds tracked by Wall St. Rank hold NHI as of Q4 2016.

  • Rational Advisors reported no remaining National Health Investors position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 2,500 National Health Investors shares in Q4 2016, an estimated $196K.
  • Rational Advisors first reported a position in National Health Investors in Q1 2016 and held it in 3 quarters.
  • Rational Advisors's National Health Investors position peaked at $196K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held National Health Investors as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.