FHC
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First Houston Capital’s Welltower WELL Stock Holding History

First Houston Capital’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
2013
Q4 		– Sell
-4,230
Closed -$264K – 80
2013
Q3 		$264K Buy
+4,230
New +$269K 0.28% 64

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BIT
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CIMLRA
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Houston Capital's WELL Position: Q4 2013 in Review

First Houston Capital sold out of Welltower (WELL) in Q4 2013, closing a stake of 4,230 shares — an estimated $264K sold.

First Houston Capital first reported a position in WELL in Q3 2013 and held it in 1 quarter. The position peaked at $264K in Q3 2013. 556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • First Houston Capital reported no remaining Welltower position as of Q4 2013 after selling out during the quarter.
  • First Houston Capital sold 4,230 Welltower shares in Q4 2013, an estimated $264K.
  • First Houston Capital first reported a position in Welltower in Q3 2013 and held it in 1 quarter.
  • First Houston Capital's Welltower position peaked at $264K in Q3 2013.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on First Houston Capital's 13F filing for Q4 2013, filed 5 Feb 2014.