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Armbruster Capital Management’s Welltower WELL Stock Holding History

Armbruster Capital Management’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
2017
Q1 		– Sell
-80
Closed -$5K – 292
2016
Q4 		$5K Buy
+80
New +$5.3K ﹤0.01% 249
2016
Q3 		– Sell
-80
Closed -$6K – 287
2016
Q2 		$6K Buy
+80
New +$5.68K ﹤0.01% 235

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Armbruster Capital Management's WELL Position: Q1 2017 in Review

Armbruster Capital Management sold out of Welltower (WELL) in Q1 2017, closing a stake of 80 shares — an estimated $5K sold.

Armbruster Capital Management first reported a position in WELL in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • Armbruster Capital Management reported no remaining Welltower position as of Q1 2017 after selling out during the quarter.
  • Armbruster Capital Management sold 80 Welltower shares in Q1 2017, an estimated $5K.
  • Armbruster Capital Management first reported a position in Welltower in Q2 2016 and held it in 2 quarters.
  • Armbruster Capital Management's Welltower position peaked at $6K in Q2 2016.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on Armbruster Capital Management's 13F filing for Q1 2017, filed 8 May 2017.