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Ausdal Financial Partners’s Welltower WELL Stock Holding History

Ausdal Financial Partners’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
-4,650
Closed -$297K – 392
2017
Q4 		$297K Buy
4,650
+420
+10% +$28.2K 0.11% 252
2017
Q3 		$297K Buy
4,230
+822
+24% +$59.8K 0.12% 229
2017
Q2 		$255K Buy
3,408
+347
+11% +$25.4K 0.11% 244
2017
Q1 		$217K Buy
+3,061
New +$207K 0.1% 250
2016
Q1 		– Sell
-1,857
Closed -$126K – 1023
2015
Q4 		$126K Buy
+1,857
New +$121K 0.06% 268

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Ausdal Financial Partners's WELL Position: Q1 2018 in Review

Ausdal Financial Partners sold out of Welltower (WELL) in Q1 2018, closing a stake of 4,650 shares — an estimated $297K sold.

Ausdal Financial Partners first reported a position in WELL in Q4 2015 and held it in 5 quarters. The position peaked at $297K in Q4 2017. 739 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • Ausdal Financial Partners reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 4,650 Welltower shares in Q1 2018, an estimated $297K.
  • Ausdal Financial Partners first reported a position in Welltower in Q4 2015 and held it in 5 quarters.
  • Ausdal Financial Partners's Welltower position peaked at $297K in Q4 2017.
  • 739 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on Ausdal Financial Partners's 13F filing for Q1 2018, filed 20 Apr 2018.