San Francisco Sentry Investment Group’s National Health Investors NHI Stock Holding History

San Francisco Sentry Investment Group’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
2018 Q1	–	Sell	-1,041	Closed	-$79K	–	929
2017 Q4	$79K	Hold	1,041	–	–	0.02%	388
2017 Q3	$80K	Sell	1,041 -5	-0.5%	-$391	0.03%	368
2017 Q2	$83K	Buy	+1,046	New	+$79.1K	0.03%	312
2014 Q4	–	Sell	-905	Closed	-$52K	–	339
2014 Q3	$52K	Hold	905	–	–	0.03%	293
2014 Q2	$57K	Sell	905 -10	-1%	-$617	0.03%	301
2014 Q1	$55K	Buy	915 +30	+3%	+$1.82K	0.02%	346
2013 Q4	$50K	Buy	885 +80	+10%	+$4.76K	0.02%	329
2013 Q3	$46K	Buy	805 +135	+20%	+$8.05K	0.02%	314
2013 Q2	$40K	Buy	+670	New	+$43.4K	0.01%	332

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

San Francisco Sentry Investment Group's NHI Position: Q1 2018 in Review

San Francisco Sentry Investment Group sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 1,041 shares — an estimated $79K sold.

San Francisco Sentry Investment Group first reported a position in NHI in Q2 2013 and held it in 9 quarters. The position peaked at $83K in Q2 2017. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

San Francisco Sentry Investment Group reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,041 National Health Investors shares in Q1 2018, an estimated $79K.
San Francisco Sentry Investment Group first reported a position in National Health Investors in Q2 2013 and held it in 9 quarters.
San Francisco Sentry Investment Group's National Health Investors position peaked at $83K in Q2 2017.
224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2018, filed 4 May 2018.