Trust Company of Vermont’s National Health Investors NHI Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-60	Closed	-$5K	–	852
2016 Q2	$5K	Buy	+60	New	+$4.16K	﹤0.01%	705
2016 Q1	–	Sell	-31	Closed	-$2K	–	757
2015 Q4	$2K	Buy	+31	New	+$1.85K	﹤0.01%	744

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 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Trust Company of Vermont's NHI Position: Q3 2016 in Review

Trust Company of Vermont sold out of National Health Investors (NHI) in Q3 2016, closing a stake of 60 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in NHI in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 210 funds tracked by Wall St. Rank hold NHI as of Q3 2016.

Trust Company of Vermont reported no remaining National Health Investors position as of Q3 2016 after selling out during the quarter.
Trust Company of Vermont sold 60 National Health Investors shares in Q3 2016, an estimated $5K.
Trust Company of Vermont first reported a position in National Health Investors in Q4 2015 and held it in 2 quarters.
Trust Company of Vermont's National Health Investors position peaked at $5K in Q2 2016.
210 funds tracked by Wall St. Rank held National Health Investors as of Q3 2016.

Based on Trust Company of Vermont's 13F filing for Q3 2016, filed 21 Oct 2016.