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Founders Bank & Trust’s Welltower WELL Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$692K Sell
9,135
-46
-0.5% -$3.28K 0.36% 45
2014
Q3 		$573K Buy
9,181
+573
+7% +$37K 0.32% 54
2014
Q2 		$539K Buy
8,608
+168
+2% +$10.6K 0.3% 55
2014
Q1 		$503K Buy
8,440
+2,263
+37% +$129K 0.29% 58
2013
Q4 		$352K Buy
6,177
+1,618
+35% +$96.2K 0.2% 67
2013
Q3 		$284K Buy
4,559
+1,440
+46% +$91.6K 0.15% 70
2013
Q2 		$209K Buy
+3,119
New +$222K 0.11% 74

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Bank & Trust's WELL Position: Q4 2014 in Review

Founders Bank & Trust reduced its Welltower (WELL) stake by 0.5% in Q4 2014, selling an estimated $3.28K and leaving 9,135 shares worth $692K. The position accounts for 0.36% of the portfolio, ranked #45.

Founders Bank & Trust first reported a position in WELL in Q2 2013 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2014.

  • Founders Bank & Trust held 9,135 shares of Welltower worth $692K as of Q4 2014.
  • Founders Bank & Trust sold 46 Welltower shares in Q4 2014, an estimated $3.28K.
  • Welltower made up 0.36% of Founders Bank & Trust's portfolio in Q4 2014, its #45 holding.
  • Founders Bank & Trust first reported a position in Welltower in Q2 2013 and has held it in 7 quarters since.
  • 632 funds tracked by Wall St. Rank held Welltower as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.