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CAW
Cornerstone Advisors (Washington)’s
Welltower
WELL
Stock Holding History
Cornerstone Advisors (Washington)’s Portfolio
WELL Stock Details
WELL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-378
Closed
-$24K
–
1207
2017
Q4
$24K
Sell
378
-5
-1%
-$336
0.02%
448
2017
Q3
$27K
Buy
383
+155
+68%
+$11.3K
0.02%
416
2017
Q2
$17K
Sell
228
-155
-40%
-$11.3K
0.01%
519
2017
Q1
$27K
Buy
383
+101
+36%
+$6.81K
0.01%
416
2016
Q4
$19K
Sell
282
-326
-54%
-$21.6K
0.02%
506
2016
Q3
$45K
Buy
608
+401
+194%
+$30.7K
0.04%
269
2016
Q2
$16K
Hold
207
–
–
0.02%
333
2016
Q1
$14K
Sell
207
-216
-51%
-$13.9K
0.01%
354
2015
Q4
$29K
Sell
423
-84
-17%
-$5.48K
0.03%
255
2015
Q3
$34K
Buy
507
+243
+92%
+$16.2K
0.03%
234
2015
Q2
$17K
Hold
264
–
–
0.01%
278
2015
Q1
$20K
Buy
264
+239
+956%
+$18.8K
0.02%
281
2014
Q4
$2K
Hold
25
–
–
﹤0.01%
636
2014
Q3
$2K
Hold
25
–
–
﹤0.01%
455
2014
Q2
$2K
Buy
+25
New
+$1.57K
﹤0.01%
495
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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