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Elite Wealth Management’s Welltower WELL Stock Holding History

Elite 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
2014
Q2 		– Sell
-459
Closed -$27K – 488
2014
Q1 		$27K Sell
459
-2,411
-84% -$138K 0.02% 172
2013
Q4 		$154K Sell
2,870
-10,892
-79% -$648K 0.11% 86
2013
Q3 		$858K Buy
13,762
+13,562
+6,781% +$863K 0.76% 30
2013
Q2 		$13K Buy
+200
New +$14.2K 0.02% 206

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Elite Wealth Management's WELL Position: Q2 2014 in Review

Elite Wealth Management sold out of Welltower (WELL) in Q2 2014, closing a stake of 459 shares — an estimated $27K sold.

Elite Wealth Management first reported a position in WELL in Q2 2013 and held it in 4 quarters. The position peaked at $858K in Q3 2013. 582 funds tracked by Wall St. Rank hold WELL as of Q2 2014.

  • Elite Wealth Management reported no remaining Welltower position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 459 Welltower shares in Q2 2014, an estimated $27K.
  • Elite Wealth Management first reported a position in Welltower in Q2 2013 and held it in 4 quarters.
  • Elite Wealth Management's Welltower position peaked at $858K in Q3 2013.
  • 582 funds tracked by Wall St. Rank held Welltower as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.