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UBS’s National Health Investors NHI Stock Holding History

UBS’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
2014
Q3 		$2.25M Sell
39,295
-3,675
-9% -$228K ﹤0.01% 2799
2014
Q2 		$2.69M Sell
42,970
-27,747
-39% -$1.71M ﹤0.01% 2588
2014
Q1 		$4.28M Buy
70,717
+23,889
+51% +$1.45M ﹤0.01% 2014
2013
Q4 		$2.63M Buy
46,828
+6,003
+15% +$357K ﹤0.01% 2542
2013
Q3 		$2.32M Buy
40,825
+389
+1% +$23.2K ﹤0.01% 2431
2013
Q2 		$2.42M Buy
+40,436
New +$2.62M ﹤0.01% 2344

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's NHI Position: Q3 2014 in Review

UBS reduced its National Health Investors (NHI) stake by 8.6% in Q3 2014, selling an estimated $228K and leaving 39,295 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

UBS first reported a position in NHI in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.28M in Q1 2014. 168 funds tracked by Wall St. Rank hold NHI as of Q3 2014.

  • UBS held 39,295 shares of National Health Investors worth $2.25M as of Q3 2014.
  • UBS sold 3,675 National Health Investors shares in Q3 2014, an estimated $228K.
  • National Health Investors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2799 holding.
  • UBS first reported a position in National Health Investors in Q2 2013 and has held it in 6 quarters since.
  • UBS's National Health Investors position peaked at $4.28M in Q1 2014.
  • 168 funds tracked by Wall St. Rank held National Health Investors as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.