Geneva Advisors’s Welltower WELL Stock Holding History

Geneva Advisors’s Portfolio WELL Stock Details WELL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$224K	Buy
2016 Q4	$209K	Sell
2016 Q3	$246K	Buy
2016 Q2	$236K	Sell
2016 Q1	$221K	Buy
2015 Q4	$210K	Sell
2015 Q3	$230K	Buy
2015 Q2	$213K	Buy