Ferguson Wellman Capital Management’s Welltower Inc. WELL.PRI Stock Holding History

Ferguson Wellman Capital Management’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,360	Closed	-$203K	–	376
2018 Q3	$203K	Buy	+3,360	New	+$204K	0.01%	334
2018 Q1	–	Sell	-3,360	Closed	-$201K	–	361
2017 Q4	$201K	Hold	3,360	–	–	0.01%	344
2017 Q3	$213K	Sell	3,360 -90	-3%	-$5.87K	0.01%	325
2017 Q2	$229K	Hold	3,450	–	–	0.01%	308
2017 Q1	$218K	Hold	3,450	–	–	0.01%	315
2016 Q4	$208K	Hold	3,450	–	–	0.01%	322
2016 Q3	$230K	Hold	3,450	–	–	0.01%	290
2016 Q2	$234K	Hold	3,450	–	–	0.01%	288
2016 Q1	$214K	Hold	3,450	–	–	0.01%	293
2015 Q4	$210K	Buy	+3,450	New	+$206K	0.01%	305

Other funds holding WELL.PRI

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Ferguson Wellman Capital Management's WELL.PRI Position: Q4 2018 in Review

Ferguson Wellman Capital Management sold out of Welltower Inc. (WELL.PRI) in Q4 2018, closing a stake of 3,360 shares — an estimated $203K sold.

Ferguson Wellman Capital Management first reported a position in WELL.PRI in Q4 2015 and held it in 10 quarters. The position peaked at $234K in Q2 2016. 2 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2018.

Ferguson Wellman Capital Management reported no remaining Welltower Inc. position as of Q4 2018 after selling out during the quarter.
Ferguson Wellman Capital Management sold 3,360 Welltower Inc. shares in Q4 2018, an estimated $203K.
Ferguson Wellman Capital Management first reported a position in Welltower Inc. in Q4 2015 and held it in 10 quarters.
Ferguson Wellman Capital Management's Welltower Inc. position peaked at $234K in Q2 2016.
2 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2018, filed 16 Jan 2019.