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Signature Wealth Management Group’s National Health Investors NHI Stock Holding History

Signature Wealth Management 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
Q4 		– Sell
-100
Closed -$7K – 221
2018
Q3 		$7K Hold
100
– – 0.01% 217
2018
Q2 		$7K Hold
100
– – 0.01% 213
2018
Q1 		$7K Hold
100
– – 0.01% 211
2017
Q4 		$8K Buy
+100
New +$7.76K 0.01% 212

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Signature Wealth Management Group's NHI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of National Health Investors (NHI) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Signature Wealth Management Group first reported a position in NHI in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

  • Signature Wealth Management Group reported no remaining National Health Investors position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 100 National Health Investors shares in Q4 2018, an estimated $7K.
  • Signature Wealth Management Group first reported a position in National Health Investors in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's National Health Investors position peaked at $8K in Q4 2017.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.