FBFS
WELL icon

First Business Financial Services’s Welltower WELL Stock Holding History

First Business Financial Services’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
2015
Q4 		– Sell
-4,825
Closed -$327K – 80
2015
Q3 		$327K Buy
4,825
+16
+0.3% +$1.07K 0.1% 41
2015
Q2 		$316K Buy
+4,809
New +$345K 0.09% 68

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Business Financial Services's WELL Position: Q4 2015 in Review

First Business Financial Services sold out of Welltower (WELL) in Q4 2015, closing a stake of 4,825 shares — an estimated $327K sold.

First Business Financial Services first reported a position in WELL in Q2 2015 and held it in 2 quarters. The position peaked at $327K in Q3 2015. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2015.

  • First Business Financial Services reported no remaining Welltower position as of Q4 2015 after selling out during the quarter.
  • First Business Financial Services sold 4,825 Welltower shares in Q4 2015, an estimated $327K.
  • First Business Financial Services first reported a position in Welltower in Q2 2015 and held it in 2 quarters.
  • First Business Financial Services's Welltower position peaked at $327K in Q3 2015.
  • 632 funds tracked by Wall St. Rank held Welltower as of Q4 2015.

Based on First Business Financial Services's 13F filing for Q4 2015, filed 9 Feb 2016.