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Ironwood Investment Counsel’s Welltower WELL Stock Holding History

Ironwood Investment Counsel’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
Q3 		– Sell
-6,559
Closed -$210K – 163
2017
Q2 		$210K Sell
6,559
-2,029
-24% -$148K 0.08% 148
2017
Q1 		$268K Buy
8,588
+1,597
+23% +$108K 0.11% 135
2016
Q4 		$208K Hold
6,991
– – 0.09% 151
2016
Q3 		$265K Buy
6,991
+1,083
+18% +$82.9K 0.12% 129
2016
Q2 		$209K Sell
5,908
-1,083
-15% -$76.9K 0.12% 121
2016
Q1 		$227K Buy
6,991
+1,083
+18% +$69.8K 0.12% 127
2015
Q4 		$226K Hold
5,908
– – 0.13% 122
2015
Q3 		$220K Hold
5,908
– – 0.12% 126
2015
Q2 		$255K Hold
5,908
– – 0.13% 125
2015
Q1 		$255K Buy
5,908
+1,250
+27% +$98.4K 0.13% 128
2014
Q4 		$205K Buy
+4,658
New +$333K 0.1% 136

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ironwood Investment Counsel's WELL Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of Welltower (WELL) in Q3 2017, closing a stake of 6,559 shares — an estimated $210K sold.

Ironwood Investment Counsel first reported a position in WELL in Q4 2014 and held it in 11 quarters. The position peaked at $268K in Q1 2017. 712 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Ironwood Investment Counsel reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Ironwood Investment Counsel sold 6,559 Welltower shares in Q3 2017, an estimated $210K.
  • Ironwood Investment Counsel first reported a position in Welltower in Q4 2014 and held it in 11 quarters.
  • Ironwood Investment Counsel's Welltower position peaked at $268K in Q1 2017.
  • 712 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.