JFGIW
WELL.PRI

Johnson Financial Group Inc (Wisconsin)’s Welltower Inc. WELL.PRI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015
Q1 		– Sell
-180
Closed -$12K – 882
2014
Q4 		$12K Buy
+180
New +$11.4K ﹤0.01% 635

Other funds holding WELL.PRI

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BFA
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BA
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American Century Companies
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Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WELL.PRI Position: Q1 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Welltower Inc. (WELL.PRI) in Q1 2015, closing a stake of 180 shares — an estimated $12K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WELL.PRI in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 61 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Welltower Inc. position as of Q1 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 180 Welltower Inc. shares in Q1 2015, an estimated $12K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Welltower Inc. in Q4 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Welltower Inc. position peaked at $12K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2015, filed 12 May 2015.