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Brandywine Oak Private Wealth’s Welltower WELL Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-925
Closed -$64K – 631
2018
Q4 		$64K Buy
+925
New +$62.9K 0.01% 334

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandywine Oak Private Wealth's WELL Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Welltower (WELL) in Q1 2019, closing a stake of 925 shares — an estimated $64K sold.

Brandywine Oak Private Wealth first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $64K in Q4 2018. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 925 Welltower shares in Q1 2019, an estimated $64K.
  • Brandywine Oak Private Wealth first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Welltower position peaked at $64K in Q4 2018.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.