CIA
WELL.PRI

Capital Investment Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Capital Investment Advisors’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
2018
Q3 		– Sell
-3,430
Closed -$204K – 515
2018
Q2 		$204K Buy
+3,430
New +$196K 0.01% 459
2018
Q1 		– Sell
-3,345
Closed -$200K – 503
2017
Q4 		$200K Hold
3,345
– – 0.01% 448
2017
Q3 		$212K Hold
3,345
– – 0.01% 426
2017
Q2 		$222K Sell
3,345
-145
-4% -$9.45K 0.02% 417
2017
Q1 		$220K Hold
3,490
– – 0.02% 410
2016
Q4 		$210K Hold
3,490
– – 0.02% 406
2016
Q3 		$232K Sell
3,490
-125
-3% -$8.58K 0.02% 386
2016
Q2 		$245K Hold
3,615
– – 0.02% 364
2016
Q1 		$224K Hold
3,615
– – 0.02% 369
2015
Q4 		$220K Hold
3,615
– – 0.02% 370
2015
Q3 		$220K Hold
3,615
– – 0.02% 333
2015
Q2 		$215K Sell
3,615
-420
-10% -$27K 0.02% 357
2015
Q1 		$271K Hold
4,035
– – 0.03% 331
2014
Q4 		$266K Buy
4,035
+300
+8% +$19K 0.03% 324
2014
Q3 		$214K Buy
+3,735
New +$221K 0.02% 345

Other funds holding WELL.PRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Capital Investment Advisors's WELL.PRI Position: Q3 2018 in Review

Capital Investment Advisors sold out of Welltower Inc. (WELL.PRI) in Q3 2018, closing a stake of 3,430 shares — an estimated $204K sold.

Capital Investment Advisors first reported a position in WELL.PRI in Q3 2014 and held it in 15 quarters. The position peaked at $271K in Q1 2015. 3 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2018.

  • Capital Investment Advisors reported no remaining Welltower Inc. position as of Q3 2018 after selling out during the quarter.
  • Capital Investment Advisors sold 3,430 Welltower Inc. shares in Q3 2018, an estimated $204K.
  • Capital Investment Advisors first reported a position in Welltower Inc. in Q3 2014 and held it in 15 quarters.
  • Capital Investment Advisors's Welltower Inc. position peaked at $271K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2018.

Based on Capital Investment Advisors's 13F filing for Q3 2018, filed 15 Oct 2018.