Carson Wealth (CWM LLC)
WELL.PRI

Carson Wealth (CWM LLC)’s Welltower Inc. WELL.PRI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-147
Closed -$9K – 1607
2017
Q4 		$9K Hold
147
– – ﹤0.01% 927
2017
Q3 		$9K Buy
+147
New +$9.59K ﹤0.01% 929

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WELL.PRI Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 147 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in WELL.PRI in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 147 Welltower Inc. shares in Q1 2018, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Welltower Inc. in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Welltower Inc. position peaked at $9K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.