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Wealthspire Advisors (Maryland)’s National Health Investors NHI Stock Holding History

Wealthspire Advisors (Maryland)’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
-576
Closed -$43K – 2594
2017
Q4 		$43K Buy
576
+525
+1,029% +$40.7K ﹤0.01% 1067
2017
Q3 		$4K Hold
51
– – ﹤0.01% 1857
2017
Q2 		$4K Buy
+51
New +$3.86K ﹤0.01% 1833
2017
Q1 		– Sell
-1,426
Closed -$106K – 1984
2016
Q4 		$106K Sell
1,426
-83
-6% -$6.09K 0.02% 560
2016
Q3 		$118K Buy
+1,509
New +$119K 0.02% 529

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NHI Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of National Health Investors (NHI) in Q1 2018, closing a stake of 576 shares — an estimated $43K sold.

Wealthspire Advisors (Maryland) first reported a position in NHI in Q3 2016 and held it in 5 quarters. The position peaked at $118K in Q3 2016. 224 funds tracked by Wall St. Rank hold NHI as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining National Health Investors position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 576 National Health Investors shares in Q1 2018, an estimated $43K.
  • Wealthspire Advisors (Maryland) first reported a position in National Health Investors in Q3 2016 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s National Health Investors position peaked at $118K in Q3 2016.
  • 224 funds tracked by Wall St. Rank held National Health Investors as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.