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CFO4Life’s Welltower WELL Stock Holding History

CFO4Life’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
2016
Q4 		$257K Sell
3,842
-251
-6% -$16.6K 0.21% 82
2016
Q3 		$306K Buy
4,093
+402
+11% +$30.8K 0.27% 67
2016
Q2 		$281K Buy
+3,691
New +$262K 0.24% 71

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CFO4Life's WELL Position: Q4 2016 in Review

CFO4Life reduced its Welltower (WELL) stake by 6.1% in Q4 2016, selling an estimated $16.6K and leaving 3,842 shares worth $257K. The position accounts for 0.21% of the portfolio, ranked #82.

CFO4Life first reported a position in WELL in Q2 2016 and has held it in 3 quarters since. The position peaked at $306K in Q3 2016. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

  • CFO4Life held 3,842 shares of Welltower worth $257K as of Q4 2016.
  • CFO4Life sold 251 Welltower shares in Q4 2016, an estimated $16.6K.
  • Welltower made up 0.21% of CFO4Life's portfolio in Q4 2016, its #82 holding.
  • CFO4Life first reported a position in Welltower in Q2 2016 and has held it in 3 quarters since.
  • CFO4Life's Welltower position peaked at $306K in Q3 2016.
  • 695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.