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Bridgewater Wealth & Financial Management’s Welltower WELL Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-33,672
Closed -$2.52M – 105
2017
Q2 		$2.52M Buy
33,672
+1,431
+4% +$105K 0.84% 32
2017
Q1 		$2.28M Sell
32,241
-275
-0.8% -$18.6K 0.84% 30
2016
Q4 		$2.18M Sell
32,516
-85
-0.3% -$5.63K 0.82% 34
2016
Q3 		$2.44M Sell
32,601
-449
-1% -$34.4K 0.9% 32
2016
Q2 		$2.52M Buy
33,050
+699
+2% +$49.6K 0.91% 33
2016
Q1 		$2.24M Buy
32,351
+475
+1% +$30.6K 0.82% 32
2015
Q4 		$2.17M Buy
31,876
+1,013
+3% +$66.1K 0.84% 32
2015
Q3 		$2.09M Buy
30,863
+69
+0.2% +$4.61K 0.87% 31
2015
Q2 		$2.02M Sell
30,794
-217
-0.7% -$15.6K 0.86% 30
2015
Q1 		$2.4M Sell
31,011
-507
-2% -$39.9K 1.02% 30
2014
Q4 		$2.38M Buy
+31,518
New +$2.25M 0.97% 33

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Wealth & Financial Management's WELL Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Welltower (WELL) in Q3 2017, closing a stake of 33,672 shares — an estimated $2.52M sold.

Bridgewater Wealth & Financial Management first reported a position in WELL in Q4 2014 and held it in 11 quarters. The position peaked at $2.52M in Q2 2017. 712 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 33,672 Welltower shares in Q3 2017, an estimated $2.52M.
  • Bridgewater Wealth & Financial Management first reported a position in Welltower in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Welltower position peaked at $2.52M in Q2 2017.
  • 712 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.