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Farmers & Merchants Trust Co of Chambersburg PA’s Welltower WELL Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2018
Q1 		– Sell
-395
Closed -$25.2K – 272
2017
Q4 		$25.2K Buy
395
+170
+76% +$11.4K 0.02% 195
2017
Q3 		$15.8K Sell
225
-875
-80% -$63.6K 0.01% 223
2017
Q2 		$82.3K Hold
1,100
– – 0.07% 141
2017
Q1 		$77.9K Sell
1,100
-175
-14% -$11.8K 0.07% 142
2016
Q4 		$85.3K Buy
+1,275
New +$84.5K 0.08% 133

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's WELL Position: Q1 2018 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Welltower (WELL) in Q1 2018, closing a stake of 395 shares — an estimated $25.2K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in WELL in Q4 2016 and held it in 5 quarters. The position peaked at $85.3K in Q4 2016. 739 funds tracked by Wall St. Rank hold WELL as of Q1 2018.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Welltower position as of Q1 2018 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 395 Welltower shares in Q1 2018, an estimated $25.2K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Welltower in Q4 2016 and held it in 5 quarters.
  • Farmers & Merchants Trust Co of Chambersburg PA's Welltower position peaked at $85.3K in Q4 2016.
  • 739 funds tracked by Wall St. Rank held Welltower as of Q1 2018.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2018, filed 10 Apr 2018.