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Harbour Capital Advisors’s Welltower WELL Stock Holding History

Harbour Capital Advisors’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
-153
Closed -$10.8K – 579
2017
Q1 		$10.8K Buy
+153
New +$10.3K ﹤0.01% 550

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
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

Harbour Capital Advisors's WELL Position: Q2 2017 in Review

Harbour Capital Advisors sold out of Welltower (WELL) in Q2 2017, closing a stake of 153 shares — an estimated $10.8K sold.

Harbour Capital Advisors first reported a position in WELL in Q1 2017 and held it in 1 quarter. The position peaked at $10.8K in Q1 2017. 716 funds tracked by Wall St. Rank hold WELL as of Q2 2017.

  • Harbour Capital Advisors reported no remaining Welltower position as of Q2 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 153 Welltower shares in Q2 2017, an estimated $10.8K.
  • Harbour Capital Advisors first reported a position in Welltower in Q1 2017 and held it in 1 quarter.
  • Harbour Capital Advisors's Welltower position peaked at $10.8K in Q1 2017.
  • 716 funds tracked by Wall St. Rank held Welltower as of Q2 2017.

Based on Harbour Capital Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.