BFM
WELL.PRI

Boston Financial Management’s Welltower Inc. WELL.PRI Stock Holding History

Boston Financial Management’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7,100
Closed -$441K – 200
2013
Q2 		$441K Buy
+7,100
New +$461K 0.07% 163

Other funds holding WELL.PRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAA
Alpine Associates Advisors Englewood Cliffs, New Jersey $158M AUM 48.85% 1-Year Est. Return

Boston Financial Management's WELL.PRI Position: Q3 2013 in Review

Boston Financial Management sold out of Welltower Inc. (WELL.PRI) in Q3 2013, closing a stake of 7,100 shares — an estimated $441K sold.

Boston Financial Management first reported a position in WELL.PRI in Q2 2013 and held it in 1 quarter. The position peaked at $441K in Q2 2013. 56 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2013.

  • Boston Financial Management reported no remaining Welltower Inc. position as of Q3 2013 after selling out during the quarter.
  • Boston Financial Management sold 7,100 Welltower Inc. shares in Q3 2013, an estimated $441K.
  • Boston Financial Management first reported a position in Welltower Inc. in Q2 2013 and held it in 1 quarter.
  • Boston Financial Management's Welltower Inc. position peaked at $441K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2013.

Based on Boston Financial Management's 13F filing for Q3 2013, filed 13 Nov 2013.