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Fiduciary Trust International’s Welltower WELL Stock Holding History

Fiduciary Trust International’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
2019
Q1 		– Sell
-155
Closed -$11K – 589
2018
Q4 		$11K Buy
+155
New +$10.5K ﹤0.01% 357

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State Street
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Trust International's WELL Position: Q1 2019 in Review

Fiduciary Trust International sold out of Welltower (WELL) in Q1 2019, closing a stake of 155 shares — an estimated $11K sold.

Fiduciary Trust International first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Fiduciary Trust International reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Fiduciary Trust International sold 155 Welltower shares in Q1 2019, an estimated $11K.
  • Fiduciary Trust International first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
  • Fiduciary Trust International's Welltower position peaked at $11K in Q4 2018.
  • 805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Fiduciary Trust International's 13F filing for Q1 2019, filed 7 May 2019.