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Cypress Wealth Services’s Welltower WELL Stock Holding History

Cypress Wealth 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
2019
Q3 		– Sell
-2,486
Closed -$203K – 274
2019
Q2 		$203K Sell
2,486
-796
-24% -$62.6K 0.06% 246
2019
Q1 		$255K Buy
3,282
+40
+1% +$3K 0.08% 202
2018
Q4 		$225K Buy
3,242
+19
+0.6% +$1.29K 0.09% 182
2018
Q3 		$207K Buy
+3,223
New +$208K 0.07% 210
2018
Q2 		– Sell
-4,370
Closed -$238K – 237
2018
Q1 		$238K Sell
4,370
-524
-11% -$29.6K 0.1% 164
2017
Q4 		$312K Buy
+4,894
New +$328K 0.13% 141

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Cypress Wealth Services's WELL Position: Q3 2019 in Review

Cypress Wealth Services sold out of Welltower (WELL) in Q3 2019, closing a stake of 2,486 shares — an estimated $203K sold.

Cypress Wealth Services first reported a position in WELL in Q4 2017 and held it in 6 quarters. The position peaked at $312K in Q4 2017. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Cypress Wealth Services reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 2,486 Welltower shares in Q3 2019, an estimated $203K.
  • Cypress Wealth Services first reported a position in Welltower in Q4 2017 and held it in 6 quarters.
  • Cypress Wealth Services's Welltower position peaked at $312K in Q4 2017.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.