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Cornerstone Wealth Management’s Welltower WELL Stock Holding History

Cornerstone Wealth Management’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 		– Sell
-174,686
Closed -$2.56M – 1147
2018
Q3 		$2.56M Buy
174,686
+104,076
+147% +$6.72M 0.03% 435
2018
Q2 		$1.14M Buy
+70,610
New +$3.93M 0.01% 724

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's WELL Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Welltower (WELL) in Q4 2018, closing a stake of 174,686 shares — an estimated $2.56M sold.

Cornerstone Wealth Management first reported a position in WELL in Q2 2018 and held it in 2 quarters. The position peaked at $2.56M in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 174,686 Welltower shares in Q4 2018, an estimated $2.56M.
  • Cornerstone Wealth Management first reported a position in Welltower in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Welltower position peaked at $2.56M in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.