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BB&T Investment Services’s Welltower WELL Stock Holding History

BB&T Investment Services’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
Q4 		$494K Buy
7,400
+1,268
+21% +$85.1K 0.08% 205
2017
Q3 		$438K Buy
6,132
+1,231
+25% +$89.5K 0.09% 198
2017
Q2 		$365K Buy
4,901
+1,213
+33% +$88.7K 0.09% 187
2017
Q1 		$263K Buy
3,688
+1,591
+76% +$107K 0.1% 172
2016
Q4 		$138K Buy
+2,097
New +$139K 0.1% 178

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BB&T Investment Services's WELL Position: Q4 2017 in Review

BB&T Investment Services increased its Welltower (WELL) stake by 21% in Q4 2017, buying an estimated $85.1K and bringing the position to 7,400 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #205.

BB&T Investment Services first reported a position in WELL in Q4 2016 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold WELL as of Q4 2017.

  • BB&T Investment Services held 7,400 shares of Welltower worth $494K as of Q4 2017.
  • BB&T Investment Services bought 1,268 Welltower shares in Q4 2017, an estimated $85.1K.
  • Welltower made up 0.08% of BB&T Investment Services's portfolio in Q4 2017, its #205 holding.
  • BB&T Investment Services first reported a position in Welltower in Q4 2016 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held Welltower as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.