First National Bank Sioux Falls’s Welltower WELL Stock Holding History

First National Bank Sioux Falls’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
2016 Q4	–	Sell	-700	Closed	-$52K	–	211
2016 Q3	$52K	Hold	700	–	–	0.14%	114
2016 Q2	$53K	Hold	700	–	–	0.17%	101
2016 Q1	$49K	Hold	700	–	–	0.16%	100
2015 Q4	$48K	Hold	700	–	–	0.15%	105
2015 Q3	$47K	Hold	700	–	–	0.15%	104
2015 Q2	$46K	Hold	700	–	–	0.14%	112
2015 Q1	$54K	Hold	700	–	–	0.16%	102
2014 Q4	$53K	Hold	700	–	–	0.15%	101
2014 Q3	$44K	Hold	700	–	–	0.12%	114
2014 Q2	$44K	Hold	700	–	–	0.11%	117
2014 Q1	$42K	Hold	700	–	–	0.11%	113
2013 Q4	$37K	Hold	700	–	–	0.1%	126
2013 Q3	$44K	Hold	700	–	–	0.13%	109
2013 Q2	$47K	Buy	+700	New	+$49.7K	0.13%	104

Other funds holding WELL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First National Bank Sioux Falls's WELL Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of Welltower (WELL) in Q4 2016, closing a stake of 700 shares — an estimated $52K sold.

First National Bank Sioux Falls first reported a position in WELL in Q2 2013 and held it in 14 quarters. The position peaked at $54K in Q1 2015. 694 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

First National Bank Sioux Falls reported no remaining Welltower position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 700 Welltower shares in Q4 2016, an estimated $52K.
First National Bank Sioux Falls first reported a position in Welltower in Q2 2013 and held it in 14 quarters.
First National Bank Sioux Falls's Welltower position peaked at $54K in Q1 2015.
694 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.