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Community Financial System’s Welltower WELL Stock Holding History

Community Financial System’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
2014
Q3 		$6K Buy
+100
New +$6.45K ﹤0.01% 342

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Community Financial System's WELL Position: Q3 2014 in Review

Community Financial System opened a new position in Welltower (WELL) in Q3 2014: 100 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings.

572 funds tracked by Wall St. Rank hold WELL as of Q3 2014.

  • Community Financial System held 100 shares of Welltower worth $6K as of Q3 2014.
  • Welltower was a new Community Financial System position in Q3 2014.
  • Welltower made up ﹤0.01% of Community Financial System's portfolio in Q3 2014, its #342 holding.
  • 572 funds tracked by Wall St. Rank held Welltower as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.