WFG Advisors’s National Health Investors NHI Stock Holding History

WFG Advisors’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
2015 Q2	–	Sell	-20	Closed	-$1K	–	1756
2015 Q1	$1K	Sell	20 -1,476	-99%	-$107K	﹤0.01%	1643
2014 Q4	$105K	Sell	1,496 -3,109	-68%	-$202K	0.02%	619
2014 Q3	$263K	Buy	4,605 +64	+1%	+$3.97K	0.05%	388
2014 Q2	$284K	Buy	4,541 +41	+0.9%	+$2.53K	0.05%	365
2014 Q1	$272K	Buy	4,500 +34	+0.8%	+$2.06K	0.05%	368
2013 Q4	$251K	Buy	4,466 +34	+0.8%	+$2.02K	0.04%	461
2013 Q3	$252K	Buy	4,432 +33	+0.8%	+$1.97K	0.04%	426
2013 Q2	$263K	Buy	+4,399	New	+$285K	0.04%	401

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return