AGF Investments Inc’s Welltower Inc. WELL.PRI Stock Holding History

AGF Investments Inc’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-961	Closed	-$58K	–	392
2017 Q4	$58K	Hold	961	–	–	﹤0.01%	366
2017 Q3	$61K	Hold	961	–	–	﹤0.01%	354
2017 Q2	$64K	Hold	961	–	–	﹤0.01%	353
2017 Q1	$61K	Hold	961	–	–	﹤0.01%	389
2016 Q4	$58K	Hold	961	–	–	﹤0.01%	379
2016 Q3	$64K	Hold	961	–	–	﹤0.01%	385
2016 Q2	$65K	Hold	961	–	–	﹤0.01%	378
2016 Q1	$60K	Hold	961	–	–	﹤0.01%	380
2015 Q4	$59K	Hold	961	–	–	﹤0.01%	383
2015 Q3	$59K	Hold	961	–	–	﹤0.01%	389
2015 Q2	$57K	Hold	961	–	–	﹤0.01%	387
2015 Q1	$65K	Buy	+961	New	+$66.4K	﹤0.01%	374

Other funds holding WELL.PRI

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

TCM

Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

P8IP

Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

UFG

United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

AGF Investments Inc's WELL.PRI Position: Q1 2018 in Review

AGF Investments Inc sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 961 shares — an estimated $58K sold.

AGF Investments Inc first reported a position in WELL.PRI in Q1 2015 and held it in 12 quarters. The position peaked at $65K in Q2 2016. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

AGF Investments Inc reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
AGF Investments Inc sold 961 Welltower Inc. shares in Q1 2018, an estimated $58K.
AGF Investments Inc first reported a position in Welltower Inc. in Q1 2015 and held it in 12 quarters.
AGF Investments Inc's Welltower Inc. position peaked at $65K in Q2 2016.
16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on AGF Investments Inc's 13F filing for Q1 2018, filed 4 May 2018.