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TFS Capital’s National Health Investors NHI Stock Holding History

TFS Capital’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
2013
Q4 		– Sell
-4,027
Closed -$229K – 1574
2013
Q3 		$229K Buy
4,027
+146
+4% +$8.71K 0.01% 1209
2013
Q2 		$232K Buy
+3,881
New +$251K 0.01% 1264

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFS Capital's NHI Position: Q4 2013 in Review

TFS Capital sold out of National Health Investors (NHI) in Q4 2013, closing a stake of 4,027 shares — an estimated $229K sold.

TFS Capital first reported a position in NHI in Q2 2013 and held it in 2 quarters. The position peaked at $232K in Q2 2013. 166 funds tracked by Wall St. Rank hold NHI as of Q4 2013.

  • TFS Capital reported no remaining National Health Investors position as of Q4 2013 after selling out during the quarter.
  • TFS Capital sold 4,027 National Health Investors shares in Q4 2013, an estimated $229K.
  • TFS Capital first reported a position in National Health Investors in Q2 2013 and held it in 2 quarters.
  • TFS Capital's National Health Investors position peaked at $232K in Q2 2013.
  • 166 funds tracked by Wall St. Rank held National Health Investors as of Q4 2013.

Based on TFS Capital's 13F filing for Q4 2013, filed 7 Feb 2014.