Acorn Wealth Advisors’s Welltower WELL Stock Holding History

Acorn Wealth Advisors’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	-730	Closed	-$45K	–	447
2018 Q2	$45K	Hold	730	–	–	0.04%	292
2018 Q1	$38K	Hold	730	–	–	0.03%	307
2017 Q4	$46K	Buy	+730	New	+$49K	0.04%	269

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Acorn Wealth Advisors's WELL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Welltower (WELL) in Q3 2018, closing a stake of 730 shares — an estimated $45K sold.

Acorn Wealth Advisors first reported a position in WELL in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q4 2017. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

Acorn Wealth Advisors reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 730 Welltower shares in Q3 2018, an estimated $45K.
Acorn Wealth Advisors first reported a position in Welltower in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Welltower position peaked at $46K in Q4 2017.
725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.