Buffington Mohr McNeal’s Welltower WELL Stock Holding History

Buffington Mohr McNeal’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 Q2	–	Sell	-136	Closed	-$11K	–	330
2019 Q1	$11K	Buy	+136	New	+$10.2K	﹤0.01%	266

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Buffington Mohr McNeal's WELL Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of Welltower (WELL) in Q2 2019, closing a stake of 136 shares — an estimated $11K sold.

Buffington Mohr McNeal first reported a position in WELL in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Buffington Mohr McNeal reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 136 Welltower shares in Q2 2019, an estimated $11K.
Buffington Mohr McNeal first reported a position in Welltower in Q1 2019 and held it in 1 quarter.
Buffington Mohr McNeal's Welltower position peaked at $11K in Q1 2019.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.