CFS
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Commonwealth Financial Services’s Welltower WELL Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$9K Hold
121
– – 0.01% 207
2016
Q4 		$8K Hold
121
– – 0.01% 189
2016
Q3 		$9K Hold
121
– – 0.01% 181
2016
Q2 		$9K Buy
+121
New +$8.59K 0.01% 186

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Commonwealth Financial Services's WELL Position: Q1 2017 in Review

Commonwealth Financial Services held its Welltower (WELL) position steady in Q1 2017 at 121 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #207.

Commonwealth Financial Services first reported a position in WELL in Q2 2016 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • Commonwealth Financial Services held 121 shares of Welltower worth $9K as of Q1 2017.
  • Commonwealth Financial Services left its Welltower share count unchanged in Q1 2017.
  • Welltower made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #207 holding.
  • Commonwealth Financial Services first reported a position in Welltower in Q2 2016 and has held it in 4 quarters since.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.