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Gary Goldberg Planning Services’s Welltower WELL Stock Holding History

Gary Goldberg Planning Services’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 		$78K Hold
1,026
– – 0.03% 172
2014
Q3 		$64K Buy
1,026
+26
+3% +$1.68K 0.03% 190
2014
Q2 		$63K Sell
1,000
-115
-10% -$7.24K 0.03% 196
2014
Q1 		$66K Hold
1,115
– – 0.03% 190
2013
Q4 		$60K Hold
1,115
– – 0.03% 191
2013
Q3 		$70K Hold
1,115
– – 0.04% 160
2013
Q2 		$75K Buy
+1,115
New +$79.2K 0.05% 146

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $6.75B AUM 8.88% 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 $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's WELL Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Welltower (WELL) position steady in Q4 2014 at 1,026 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #172.

Gary Goldberg Planning Services 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.

  • Gary Goldberg Planning Services held 1,026 shares of Welltower worth $78K as of Q4 2014.
  • Gary Goldberg Planning Services left its Welltower share count unchanged in Q4 2014.
  • Welltower made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #172 holding.
  • Gary Goldberg Planning Services 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 Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.