Israel Discount Bank of New York’s Welltower WELL Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-390	Closed	-$30K	–	363
2019 Q1	$30K	Sell	390 -10	-3%	-$750	0.02%	287
2018 Q4	$28K	Buy	400 +100	+33%	+$6.8K	0.02%	280
2018 Q3	$19K	Sell	300 -900	-75%	-$58.1K	0.01%	352
2018 Q2	$75K	Hold	1,200	–	–	0.05%	182
2018 Q1	$65K	Hold	1,200	–	–	0.04%	214
2017 Q4	$77K	Buy	1,200 +100	+9%	+$6.71K	0.05%	176
2017 Q3	$77K	Hold	1,100	–	–	0.06%	181
2017 Q2	$82K	Sell	1,100 -25	-2%	-$1.83K	0.07%	168
2017 Q1	$80K	Buy	1,125 +225	+25%	+$15.2K	0.07%	161
2016 Q4	$60K	Buy	+900	New	+$59.6K	0.05%	232

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Israel Discount Bank of New York's WELL Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Welltower (WELL) in Q2 2019, closing a stake of 390 shares — an estimated $30K sold.

Israel Discount Bank of New York first reported a position in WELL in Q4 2016 and held it in 10 quarters. The position peaked at $82K in Q2 2017. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

Israel Discount Bank of New York reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 390 Welltower shares in Q2 2019, an estimated $30K.
Israel Discount Bank of New York first reported a position in Welltower in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Welltower position peaked at $82K in Q2 2017.
807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.