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Doyle Wealth Management’s Welltower WELL Stock Holding History

Doyle 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
Q3 		– Sell
-840
Closed -$68K – 762
2019
Q2 		$68K Buy
+840
New +$66K 0.01% 312
2019
Q1 		– Sell
-7,666
Closed -$532K – 758
2018
Q4 		$532K Sell
7,666
-20
-0.3% -$1.36K 0.09% 96
2018
Q3 		$494K Sell
7,686
-212
-3% -$13.7K 0.08% 110
2018
Q2 		$495K Buy
7,898
+455
+6% +$25.4K 0.08% 108
2018
Q1 		$405K Sell
7,443
-528
-7% -$29.8K 0.07% 114
2017
Q4 		$508K Buy
7,971
+266
+3% +$17.9K 0.09% 97
2017
Q3 		$541K Sell
7,705
-135
-2% -$9.82K 0.09% 89
2017
Q2 		$587K Sell
7,840
-664
-8% -$48.5K 0.11% 79
2017
Q1 		$602K Buy
+8,504
New +$574K 0.12% 74

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

Doyle Wealth Management's WELL Position: Q3 2019 in Review

Doyle Wealth Management sold out of Welltower (WELL) in Q3 2019, closing a stake of 840 shares — an estimated $68K sold.

Doyle Wealth Management first reported a position in WELL in Q1 2017 and held it in 9 quarters. The position peaked at $602K in Q1 2017. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Doyle Wealth Management reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 840 Welltower shares in Q3 2019, an estimated $68K.
  • Doyle Wealth Management first reported a position in Welltower in Q1 2017 and held it in 9 quarters.
  • Doyle Wealth Management's Welltower position peaked at $602K in Q1 2017.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.