GSC
WELL.PRI

Ground Swell Capital’s Welltower Inc. WELL.PRI Stock Holding History

Ground Swell Capital’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-42
Closed -$2K – 2976
2014
Q2 		$2K Buy
+42
New +$2.44K ﹤0.01% 1588

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PCM
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Ground Swell Capital's WELL.PRI Position: Q3 2014 in Review

Ground Swell Capital sold out of Welltower Inc. (WELL.PRI) in Q3 2014, closing a stake of 42 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in WELL.PRI in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 59 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2014.

  • Ground Swell Capital reported no remaining Welltower Inc. position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 42 Welltower Inc. shares in Q3 2014, an estimated $2K.
  • Ground Swell Capital first reported a position in Welltower Inc. in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Welltower Inc. position peaked at $2K in Q2 2014.
  • 59 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.