AWM
WELL.PRI

Arbor Wealth Management’s Welltower Inc. WELL.PRI Stock Holding History

Arbor Wealth Management’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
2016
Q1 		– Sell
-1,400
Closed -$76K – 132
2015
Q4 		$76K Buy
+1,400
New +$83.8K 0.08% 95

Other funds holding WELL.PRI

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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
WCM
Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return

Arbor Wealth Management's WELL.PRI Position: Q1 2016 in Review

Arbor Wealth Management sold out of Welltower Inc. (WELL.PRI) in Q1 2016, closing a stake of 1,400 shares — an estimated $76K sold.

Arbor Wealth Management first reported a position in WELL.PRI in Q4 2015 and held it in 1 quarter. The position peaked at $76K in Q4 2015. 63 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2016.

  • Arbor Wealth Management reported no remaining Welltower Inc. position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 1,400 Welltower Inc. shares in Q1 2016, an estimated $76K.
  • Arbor Wealth Management first reported a position in Welltower Inc. in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's Welltower Inc. position peaked at $76K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.