Stratos Wealth Partners’s National Health Investors NHI Stock Holding History

Stratos Wealth Partners’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	-257	Closed	-$19K	–	1900
2018 Q3	$19K	Buy	+257	New	+$19.6K	﹤0.01%	1902
2018 Q2	–	Sell	-250	Closed	-$17K	–	2011
2018 Q1	$17K	Buy	250 +3	+1%	+$205	﹤0.01%	2076
2017 Q4	$19K	Sell	247 -3,412	-93%	-$265K	﹤0.01%	1929
2017 Q3	$283K	Sell	3,659 -49	-1%	-$3.83K	0.01%	714
2017 Q2	$294K	Buy	+3,708	New	+$280K	0.02%	640

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Stratos Wealth Partners's NHI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of National Health Investors (NHI) in Q4 2018, closing a stake of 257 shares — an estimated $19K sold.

Stratos Wealth Partners first reported a position in NHI in Q2 2017 and held it in 5 quarters. The position peaked at $294K in Q2 2017. 235 funds tracked by Wall St. Rank hold NHI as of Q4 2018.

Stratos Wealth Partners reported no remaining National Health Investors position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 257 National Health Investors shares in Q4 2018, an estimated $19K.
Stratos Wealth Partners first reported a position in National Health Investors in Q2 2017 and held it in 5 quarters.
Stratos Wealth Partners's National Health Investors position peaked at $294K in Q2 2017.
235 funds tracked by Wall St. Rank held National Health Investors as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.