DLG
WELL.PRI

Daniel L. Goodwin’s Welltower Inc. WELL.PRI Stock Holding History

Daniel L. Goodwin’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,000
Closed -$201K – 125
2015
Q1 		$201K Buy
+3,000
New +$207K 0.04% 106
2014
Q3 		– Sell
-78,659
Closed -$4.54M – 124
2014
Q2 		$4.54M Sell
78,659
-20,500
-21% -$1.19M 0.83% 17
2014
Q1 		$5.51M Hold
99,159
– – 1% 15
2013
Q4 		$5.08M Hold
99,159
– – 0.96% 15
2013
Q3 		$5.71M Buy
+99,159
New +$5.88M 1.15% 15

Other funds holding WELL.PRI

AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Daniel L. Goodwin's WELL.PRI Position: Q2 2015 in Review

Daniel L. Goodwin sold out of Welltower Inc. (WELL.PRI) in Q2 2015, closing a stake of 3,000 shares — an estimated $201K sold.

Daniel L. Goodwin first reported a position in WELL.PRI in Q3 2013 and held it in 5 quarters. The position peaked at $5.71M in Q3 2013. 57 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2015.

  • Daniel L. Goodwin reported no remaining Welltower Inc. position as of Q2 2015 after selling out during the quarter.
  • Daniel L. Goodwin sold 3,000 Welltower Inc. shares in Q2 2015, an estimated $201K.
  • Daniel L. Goodwin first reported a position in Welltower Inc. in Q3 2013 and held it in 5 quarters.
  • Daniel L. Goodwin's Welltower Inc. position peaked at $5.71M in Q3 2013.
  • 57 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2015.

Based on Daniel L. Goodwin's 13F filing for Q2 2015, filed 5 Aug 2015.