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 $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

BIT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BFA

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

WFG Advisors's NHI Position: Q2 2015 in Review

WFG Advisors sold out of National Health Investors (NHI) in Q2 2015, closing a stake of 20 shares — an estimated $1K sold.

WFG Advisors first reported a position in NHI in Q2 2013 and held it in 8 quarters. The position peaked at $284K in Q2 2014. 181 funds tracked by Wall St. Rank hold NHI as of Q2 2015.

WFG Advisors reported no remaining National Health Investors position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 20 National Health Investors shares in Q2 2015, an estimated $1K.
WFG Advisors first reported a position in National Health Investors in Q2 2013 and held it in 8 quarters.
WFG Advisors's National Health Investors position peaked at $284K in Q2 2014.
181 funds tracked by Wall St. Rank held National Health Investors as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.