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Access Financial Services’s Welltower WELL Stock Holding History

Access Financial Services’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,942
Closed -$910K – 76
2017
Q3 		$910K Sell
12,942
-219
-2% -$15.9K 0.7% 43
2017
Q2 		$985K Buy
13,161
+156
+1% +$11.4K 0.81% 41
2017
Q1 		$921K Buy
13,005
+1,020
+9% +$68.8K 0.78% 39
2016
Q4 		$802K Buy
+11,985
New +$794K 0.73% 39

Other funds holding WELL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Access Financial Services's WELL Position: Q4 2017 in Review

Access Financial Services sold out of Welltower (WELL) in Q4 2017, closing a stake of 12,942 shares — an estimated $910K sold.

Access Financial Services first reported a position in WELL in Q4 2016 and held it in 4 quarters. The position peaked at $985K in Q2 2017. 776 funds tracked by Wall St. Rank hold WELL as of Q4 2017.

  • Access Financial Services reported no remaining Welltower position as of Q4 2017 after selling out during the quarter.
  • Access Financial Services sold 12,942 Welltower shares in Q4 2017, an estimated $910K.
  • Access Financial Services first reported a position in Welltower in Q4 2016 and held it in 4 quarters.
  • Access Financial Services's Welltower position peaked at $985K in Q2 2017.
  • 776 funds tracked by Wall St. Rank held Welltower as of Q4 2017.

Based on Access Financial Services's 13F filing for Q4 2017, filed 16 Jan 2018.