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FDO Partners’s Welltower WELL Stock Holding History

FDO Partners’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
2017
Q2 		– Sell
-7,051
Closed -$499K – 304
2017
Q1 		$499K Buy
+7,051
New +$476K 0.12% 171
2016
Q3 		– Sell
-12,684
Closed -$966K – 267
2016
Q2 		$966K Buy
+12,684
New +$901K 0.52% 83
2016
Q1 		– Sell
-11,238
Closed -$765K – 340
2015
Q4 		$765K Buy
+11,238
New +$733K 0.44% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

FDO Partners's WELL Position: Q2 2017 in Review

FDO Partners sold out of Welltower (WELL) in Q2 2017, closing a stake of 7,051 shares — an estimated $499K sold.

FDO Partners first reported a position in WELL in Q4 2015 and held it in 3 quarters. The position peaked at $966K in Q2 2016. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

  • FDO Partners reported no remaining Welltower position as of Q2 2017 after selling out during the quarter.
  • FDO Partners sold 7,051 Welltower shares in Q2 2017, an estimated $499K.
  • FDO Partners first reported a position in Welltower in Q4 2015 and held it in 3 quarters.
  • FDO Partners's Welltower position peaked at $966K in Q2 2016.
  • 716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on FDO Partners's 13F filing for Q2 2017, filed 14 Aug 2017.