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Accurate Investment Solutions’s Welltower WELL Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-23
Closed -$1K – 528
2018
Q2 		$1K Hold
23
– – ﹤0.01% 490
2018
Q1 		$1K Buy
23
+1
+5% +$56 ﹤0.01% 469
2017
Q4 		$1K Hold
22
– – ﹤0.01% 470
2017
Q3 		$2K Buy
+22
New +$1.6K ﹤0.01% 418

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Accurate Investment Solutions's WELL Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Welltower (WELL) in Q3 2018, closing a stake of 23 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in WELL in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q3 2017. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 23 Welltower shares in Q3 2018, an estimated $1K.
  • Accurate Investment Solutions first reported a position in Welltower in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Welltower position peaked at $2K in Q3 2017.
  • 725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.