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Chemical Bank’s Welltower WELL Stock Holding History

Chemical Bank’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
Q1 		– Sell
-3,024
Closed -$210K – 351
2018
Q4 		$210K Sell
3,024
-5,276
-64% -$359K 0.03% 335
2018
Q3 		$534K Buy
8,300
+425
+5% +$27.5K 0.06% 249
2018
Q2 		$493K Buy
7,875
+725
+10% +$40.4K 0.05% 248
2018
Q1 		$389K Buy
7,150
+300
+4% +$16.9K 0.04% 276
2017
Q4 		$437K Hold
6,850
– – 0.05% 265
2017
Q3 		$481K Sell
6,850
-393
-5% -$28.6K 0.05% 252
2017
Q2 		$542K Sell
7,243
-150
-2% -$11K 0.06% 245
2017
Q1 		$524K Sell
7,393
-1,465
-17% -$98.8K 0.06% 238
2016
Q4 		$593K Buy
8,858
+1,393
+19% +$92.3K 0.07% 218
2016
Q3 		$558K Sell
7,465
-625
-8% -$47.9K 0.08% 197
2016
Q2 		$616K Sell
8,090
-160
-2% -$11.4K 0.09% 192
2016
Q1 		$572K Sell
8,250
-1,010
-11% -$65.1K 0.08% 195
2015
Q4 		$630K Buy
9,260
+1,750
+23% +$114K 0.09% 192
2015
Q3 		$509K Sell
7,510
-70
-0.9% -$4.67K 0.07% 208
2015
Q2 		$497K Sell
7,580
-1,800
-19% -$129K 0.07% 220
2015
Q1 		$726K Hold
9,380
– – 0.09% 192
2014
Q4 		$710K Sell
9,380
-25
-0.3% -$1.78K 0.09% 194
2014
Q3 		$587K Buy
9,405
+2,150
+30% +$139K 0.1% 181
2014
Q2 		$455K Buy
7,255
+176
+2% +$11.1K 0.08% 197
2014
Q1 		$422K Sell
7,079
-251
-3% -$14.3K 0.08% 205
2013
Q4 		$393K Sell
7,330
-210
-3% -$12.5K 0.07% 220
2013
Q3 		$470K Buy
7,540
+2,835
+60% +$180K 0.09% 193
2013
Q2 		$315K Buy
+4,705
New +$334K 0.06% 218

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chemical Bank's WELL Position: Q1 2019 in Review

Chemical Bank sold out of Welltower (WELL) in Q1 2019, closing a stake of 3,024 shares — an estimated $210K sold.

Chemical Bank first reported a position in WELL in Q2 2013 and held it in 23 quarters. The position peaked at $726K in Q1 2015. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Chemical Bank reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Chemical Bank sold 3,024 Welltower shares in Q1 2019, an estimated $210K.
  • Chemical Bank first reported a position in Welltower in Q2 2013 and held it in 23 quarters.
  • Chemical Bank's Welltower position peaked at $726K in Q1 2015.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Chemical Bank's 13F filing for Q1 2019, filed 6 May 2019.