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Aldebaran Financial’s Welltower WELL Stock Holding History

Aldebaran Financial’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
2015
Q1 		– Sell
-3,621
Closed -$274K – 116
2014
Q4 		$274K Hold
3,621
– – 0.24% 93
2014
Q3 		$226K Hold
3,621
– – 0.2% 102
2014
Q2 		$227K Hold
3,621
– – 0.18% 107
2014
Q1 		$216K Buy
+3,621
New +$207K 0.19% 110

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aldebaran Financial's WELL Position: Q1 2015 in Review

Aldebaran Financial sold out of Welltower (WELL) in Q1 2015, closing a stake of 3,621 shares — an estimated $274K sold.

Aldebaran Financial first reported a position in WELL in Q1 2014 and held it in 4 quarters. The position peaked at $274K in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

  • Aldebaran Financial reported no remaining Welltower position as of Q1 2015 after selling out during the quarter.
  • Aldebaran Financial sold 3,621 Welltower shares in Q1 2015, an estimated $274K.
  • Aldebaran Financial first reported a position in Welltower in Q1 2014 and held it in 4 quarters.
  • Aldebaran Financial's Welltower position peaked at $274K in Q4 2014.
  • 637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Aldebaran Financial's 13F filing for Q1 2015, filed 2 Jun 2015.