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Archer Investment Corporation’s Welltower WELL Stock Holding History

Archer Investment Corporation’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
2019
Q2 		– Sell
-75
Closed -$6K – 523
2019
Q1 		$6K Hold
75
– – ﹤0.01% 375
2018
Q4 		$5K Buy
+75
New +$5.1K ﹤0.01% 361

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Archer Investment Corporation's WELL Position: Q2 2019 in Review

Archer Investment Corporation sold out of Welltower (WELL) in Q2 2019, closing a stake of 75 shares — an estimated $6K sold.

Archer Investment Corporation first reported a position in WELL in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • Archer Investment Corporation reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • Archer Investment Corporation sold 75 Welltower shares in Q2 2019, an estimated $6K.
  • Archer Investment Corporation first reported a position in Welltower in Q4 2018 and held it in 2 quarters.
  • Archer Investment Corporation's Welltower position peaked at $6K in Q1 2019.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Archer Investment Corporation's 13F filing for Q2 2019, filed 19 May 2020.