Fusion Family Wealth’s Welltower WELL Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-19	Closed	-$1K	–	324
2017 Q1	$1K	Buy	+19	New	+$1.28K	﹤0.01%	299

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fusion Family Wealth's WELL Position: Q2 2017 in Review

Fusion Family Wealth sold out of Welltower (WELL) in Q2 2017, closing a stake of 19 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in WELL in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

Fusion Family Wealth reported no remaining Welltower position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 19 Welltower shares in Q2 2017, an estimated $1K.
Fusion Family Wealth first reported a position in Welltower in Q1 2017 and held it in 1 quarter.
Fusion Family Wealth's Welltower position peaked at $1K in Q1 2017.
716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.