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Field & Main Bank’s Welltower WELL Stock Holding History

Field & Main Bank’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
Q2 		– Sell
-250
Closed -$19K – 211
2019
Q1 		$19K Buy
+250
New +$18.8K 0.02% 167
2018
Q3 		$16K Buy
250
+50
+25% +$3.23K 0.01% 190
2018
Q2 		$13K Sell
200
-1,000
-83% -$55.7K 0.01% 198
2018
Q1 		$65K Buy
1,200
+100
+9% +$5.65K 0.06% 147
2017
Q4 		$70K Buy
+1,100
New +$73.8K 0.07% 141
2015
Q2 		$10K Hold
150
– – 0.01% 183
2015
Q1 		$12K Sell
150
-50
-25% -$3.94K 0.01% 179
2014
Q4 		$15K Buy
+200
New +$14.3K 0.01% 174

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Field & Main Bank's WELL Position: Q2 2019 in Review

Field & Main Bank sold out of Welltower (WELL) in Q2 2019, closing a stake of 250 shares — an estimated $19K sold.

Field & Main Bank first reported a position in WELL in Q4 2014 and held it in 8 quarters. The position peaked at $70K in Q4 2017. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • Field & Main Bank reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • Field & Main Bank sold 250 Welltower shares in Q2 2019, an estimated $19K.
  • Field & Main Bank first reported a position in Welltower in Q4 2014 and held it in 8 quarters.
  • Field & Main Bank's Welltower position peaked at $70K in Q4 2017.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Field & Main Bank's 13F filing for Q2 2019, filed 22 Jul 2019.