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American Financial Network Advisory Services’s Welltower WELL Stock Holding History

American Financial Network Advisory Services’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
Q1 		– Sell
-5,207
Closed -$332K – 597
2017
Q4 		$332K Sell
5,207
-2,218
-30% -$149K 0.14% 162
2017
Q3 		$522K Buy
+7,425
New +$540K 0.22% 131

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State Street
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Invesco
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

American Financial Network Advisory Services's WELL Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Welltower (WELL) in Q1 2018, closing a stake of 5,207 shares — an estimated $332K sold.

American Financial Network Advisory Services first reported a position in WELL in Q3 2017 and held it in 2 quarters. The position peaked at $522K in Q3 2017. 739 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 5,207 Welltower shares in Q1 2018, an estimated $332K.
  • American Financial Network Advisory Services first reported a position in Welltower in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's Welltower position peaked at $522K in Q3 2017.
  • 739 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.