Symons Capital Management’s National Health Investors NHI Stock Holding History

Symons Capital Management’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	-5,125	Closed	-$402K	–	65
2016 Q3	$402K	Hold	5,125	–	–	0.1%	41
2016 Q2	$385K	Sell	5,125 -30	-0.6%	-$2.08K	0.09%	41
2016 Q1	$343K	Sell	5,155 -110	-2%	-$6.79K	0.09%	43
2015 Q4	$320K	Sell	5,265 -80	-1%	-$4.77K	0.08%	49
2015 Q3	$307K	Hold	5,345	–	–	0.08%	47
2015 Q2	$333K	Sell	5,345 -100	-2%	-$6.69K	0.08%	49
2015 Q1	$387K	Sell	5,445 -675	-11%	-$48.7K	0.09%	48
2014 Q4	$428K	Sell	6,120 -5,555	-48%	-$361K	0.1%	48
2014 Q3	$667K	Buy	11,675 +2,425	+26%	+$150K	0.14%	40
2014 Q2	$579K	Sell	9,250 -445	-5%	-$27.4K	0.13%	41
2014 Q1	$586K	Buy	+9,695	New	+$588K	0.13%	37

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Symons Capital Management's NHI Position: Q4 2016 in Review

Symons Capital Management sold out of National Health Investors (NHI) in Q4 2016, closing a stake of 5,125 shares — an estimated $402K sold.

Symons Capital Management first reported a position in NHI in Q1 2014 and held it in 11 quarters. The position peaked at $667K in Q3 2014. 202 funds tracked by Wall St. Rank hold NHI as of Q4 2016.

Symons Capital Management reported no remaining National Health Investors position as of Q4 2016 after selling out during the quarter.
Symons Capital Management sold 5,125 National Health Investors shares in Q4 2016, an estimated $402K.
Symons Capital Management first reported a position in National Health Investors in Q1 2014 and held it in 11 quarters.
Symons Capital Management's National Health Investors position peaked at $667K in Q3 2014.
202 funds tracked by Wall St. Rank held National Health Investors as of Q4 2016.

Based on Symons Capital Management's 13F filing for Q4 2016, filed 8 Feb 2017.