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AFT Forsyth & Company’s Welltower WELL Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$12K Hold
200
– – 0.02% 265
2013
Q2 		$13K Buy
+200
New +$14.2K 0.02% 242

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AFT Forsyth & Company's WELL Position: Q3 2013 in Review

AFT Forsyth & Company held its Welltower (WELL) position steady in Q3 2013 at 200 shares worth $12K. The position accounts for 0.02% of the portfolio, ranked #265.

AFT Forsyth & Company first reported a position in WELL in Q2 2013 and has held it in 2 quarters since. The position peaked at $13K in Q2 2013. 515 funds tracked by Wall St. Rank hold WELL as of Q3 2013.

  • AFT Forsyth & Company held 200 shares of Welltower worth $12K as of Q3 2013.
  • AFT Forsyth & Company left its Welltower share count unchanged in Q3 2013.
  • Welltower made up 0.02% of AFT Forsyth & Company's portfolio in Q3 2013, its #265 holding.
  • AFT Forsyth & Company first reported a position in Welltower in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's Welltower position peaked at $13K in Q2 2013.
  • 515 funds tracked by Wall St. Rank held Welltower as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.