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Burt Wealth Advisors’s Welltower WELL Stock Holding History

Burt Wealth Advisors’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
-207
Closed -$15K – 411
2017
Q2 		$15K Buy
+207
New +$15.1K 0.01% 269
2016
Q1 		– Sell
-53
Closed -$3K – 724
2015
Q4 		$3K Buy
+53
New +$3.46K ﹤0.01% 437

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

Burt Wealth Advisors's WELL Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Welltower (WELL) in Q3 2017, closing a stake of 207 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in WELL in Q4 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2017. 712 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 207 Welltower shares in Q3 2017, an estimated $15K.
  • Burt Wealth Advisors first reported a position in Welltower in Q4 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's Welltower position peaked at $15K in Q2 2017.
  • 712 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.