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Beacon Capital Management Inc (Ohio)’s Welltower WELL Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-13
Closed -$1K – 118
2017
Q4 		$1K Buy
+13
New +$873 ﹤0.01% 97
2017
Q2 		– Sell
-1
Closed – – 208
2017
Q1 		$0 Buy
+1
New +$67 ﹤0.01% 210
2015
Q4 		– Sell
-50
Closed -$3K – 391
2015
Q3 		$3K Hold
50
– – ﹤0.01% 194
2015
Q2 		$3K Buy
+50
New +$3.58K ﹤0.01% 212

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LIMS
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Beacon Capital Management Inc (Ohio)'s WELL Position: Q1 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Welltower (WELL) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in WELL in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2015. 739 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 13 Welltower shares in Q1 2018, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Welltower in Q2 2015 and held it in 4 quarters.
  • Beacon Capital Management Inc (Ohio)'s Welltower position peaked at $3K in Q3 2015.
  • 739 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2018, filed 4 Apr 2018.