Fiduciary Trust International of Pennsylvania’s Welltower WELL Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020 Q1	–	Sell	-3,100	Closed	-$254K	–	375
2019 Q4	$254K	Hold	3,100	–	–	0.01%	299
2019 Q3	$281K	Sell	3,100 -66	-2%	-$5.74K	0.01%	342
2019 Q2	$258K	Buy	3,166 +66	+2%	+$5.19K	0.01%	345
2019 Q1	$241K	Hold	3,100	–	–	0.01%	299
2018 Q4	$215K	Buy	+3,100	New	+$211K	0.01%	297
2016 Q4	–	Sell	-2,708	Closed	-$202K	–	317
2016 Q3	$202K	Buy	2,708 +54	+2%	+$4.13K	0.02%	298
2016 Q2	$202K	Buy	+2,654	New	+$188K	0.02%	289
2015 Q2	–	Sell	-2,966	Closed	-$229K	–	395
2015 Q1	$229K	Hold	2,966	–	–	0.01%	322
2014 Q4	$224K	Buy	+2,966	New	+$212K	0.01%	331
2014 Q2	–	Sell	-3,370	Closed	-$201K	–	367
2014 Q1	$201K	Buy	+3,370	New	+$193K	0.01%	326
2013 Q4	–	Sell	-3,911	Closed	-$244K	–	346
2013 Q3	$244K	Buy	3,911 +70	+2%	+$4.45K	0.02%	289
2013 Q2	$257K	Buy	+3,841	New	+$273K	0.02%	271

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's WELL Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania sold out of Welltower (WELL) in Q1 2020, closing a stake of 3,100 shares — an estimated $254K sold.

Fiduciary Trust International of Pennsylvania first reported a position in WELL in Q2 2013 and held it in 12 quarters. The position peaked at $281K in Q3 2019. 753 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

Fiduciary Trust International of Pennsylvania reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 3,100 Welltower shares in Q1 2020, an estimated $254K.
Fiduciary Trust International of Pennsylvania first reported a position in Welltower in Q2 2013 and held it in 12 quarters.
Fiduciary Trust International of Pennsylvania's Welltower position peaked at $281K in Q3 2019.
753 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.