CFA
WELL icon

Clarfeld Financial Advisors’s Welltower WELL Stock Holding History

Clarfeld Financial 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
2018
Q4 		$27K Buy
+383
New +$26.1K 0.02% 134

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's WELL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Welltower (WELL) in Q4 2018: 383 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Clarfeld Financial Advisors held 383 shares of Welltower worth $27K as of Q4 2018.
  • Welltower was a new Clarfeld Financial Advisors position in Q4 2018.
  • Welltower made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #134 holding.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.