Belvedere Trading’s Welltower WELL Stock Holding History

Belvedere Trading’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
2015 Q1	–	Sell	-7,400	Closed	-$560K	–	347
2014 Q4	$560K	Buy	+7,400	New	+$528K	﹤0.01%	201

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belvedere Trading's WELL Position: Q1 2015 in Review

Belvedere Trading sold out of Welltower (WELL) in Q1 2015, closing a stake of 7,400 shares — an estimated $560K sold.

Belvedere Trading first reported a position in WELL in Q4 2014 and held it in 1 quarter. The position peaked at $560K in Q4 2014. 637 funds tracked by Wall St. Rank hold WELL as of Q1 2015.

Belvedere Trading reported no remaining Welltower position as of Q1 2015 after selling out during the quarter.
Belvedere Trading sold 7,400 Welltower shares in Q1 2015, an estimated $560K.
Belvedere Trading first reported a position in Welltower in Q4 2014 and held it in 1 quarter.
Belvedere Trading's Welltower position peaked at $560K in Q4 2014.
637 funds tracked by Wall St. Rank held Welltower as of Q1 2015.

Based on Belvedere Trading's 13F filing for Q1 2015, filed 14 May 2015.