Destination Wealth Management’s Welltower WELL Stock Holding History

Destination 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
2019 Q2	–	Sell	-130	Closed	-$10K	–	761
2019 Q1	$10K	Buy	+130	New	+$9.75K	﹤0.01%	483
2018 Q4	–	Sell	-32	Closed	-$2K	–	711
2018 Q3	$2K	Sell	32 -168	-84%	-$10.9K	﹤0.01%	595
2018 Q2	$13K	Buy	+200	New	+$11.1K	﹤0.01%	379

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Destination Wealth Management's WELL Position: Q2 2019 in Review

Destination Wealth Management sold out of Welltower (WELL) in Q2 2019, closing a stake of 130 shares — an estimated $10K sold.

Destination Wealth Management first reported a position in WELL in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Destination Wealth Management reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 130 Welltower shares in Q2 2019, an estimated $10K.
Destination Wealth Management first reported a position in Welltower in Q2 2018 and held it in 3 quarters.
Destination Wealth Management's Welltower position peaked at $13K in Q2 2018.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.