Summit Trail Advisors’s National Health Investors NHI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-108	Closed	-$8K	–	1240
2017 Q4	$8K	Buy	+108	New	+$8.38K	﹤0.01%	1283

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

Summit Trail Advisors's NHI Position: Q1 2018 in Review

Summit Trail Advisors sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 108 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in NHI in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

Summit Trail Advisors reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 108 National Health Investors shares in Q1 2018, an estimated $8K.
Summit Trail Advisors first reported a position in National Health Investors in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's National Health Investors position peaked at $8K in Q4 2017.
224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.