First Command Bank’s Welltower WELL Stock Holding History

First Command 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
2018 Q2	–	Sell	-42	Closed	-$2.29K	–	430
2018 Q1	$2.29K	Hold	42	–	–	﹤0.01%	405
2017 Q4	$3K	Hold	42	–	–	﹤0.01%	390
2017 Q3	$3K	Sell	42 -15	-26%	-$1.09K	﹤0.01%	381
2017 Q2	$4K	Buy	+57	New	+$4.17K	﹤0.01%	382

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Command Bank's WELL Position: Q2 2018 in Review

First Command Bank sold out of Welltower (WELL) in Q2 2018, closing a stake of 42 shares — an estimated $2.29K sold.

First Command Bank first reported a position in WELL in Q2 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

First Command Bank reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
First Command Bank sold 42 Welltower shares in Q2 2018, an estimated $2.29K.
First Command Bank first reported a position in Welltower in Q2 2017 and held it in 4 quarters.
First Command Bank's Welltower position peaked at $4K in Q2 2017.
726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on First Command Bank's 13F filing for Q2 2018, filed 20 Jul 2018.