AAMU
WELL.PRI

Amundi Asset Management US’s Welltower Inc. WELL.PRI Stock Holding History

Amundi Asset Management US’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
2015
Q4 		– Sell
-50,000
Closed -$3.04M – 615
2015
Q3 		$3.04M Hold
50,000
– – 0.01% 482
2015
Q2 		$2.97M Hold
50,000
– – 0.01% 521
2015
Q1 		$3.36M Hold
50,000
– – 0.01% 503
2014
Q4 		$3.29M Hold
50,000
– – 0.01% 508
2014
Q3 		$2.86M Buy
+50,000
New +$2.95M 0.01% 526
2013
Q4 		– Sell
-50,000
Closed -$2.88M – 644
2013
Q3 		$2.88M Buy
+50,000
New +$2.96M 0.01% 518

Other funds holding WELL.PRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amundi Asset Management US's WELL.PRI Position: Q4 2015 in Review

Amundi Asset Management US sold out of Welltower Inc. (WELL.PRI) in Q4 2015, closing a stake of 50,000 shares — an estimated $3.04M sold.

Amundi Asset Management US first reported a position in WELL.PRI in Q3 2013 and held it in 6 quarters. The position peaked at $3.36M in Q1 2015. 62 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2015.

  • Amundi Asset Management US reported no remaining Welltower Inc. position as of Q4 2015 after selling out during the quarter.
  • Amundi Asset Management US sold 50,000 Welltower Inc. shares in Q4 2015, an estimated $3.04M.
  • Amundi Asset Management US first reported a position in Welltower Inc. in Q3 2013 and held it in 6 quarters.
  • Amundi Asset Management US's Welltower Inc. position peaked at $3.36M in Q1 2015.
  • 62 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2015.

Based on Amundi Asset Management US's 13F filing for Q4 2015, filed 11 Feb 2016.