KCS Wealth Advisory’s Welltower WELL Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-95	Closed	-$8.61K	–	406
2019 Q3	$8.61K	Buy	+95	New	+$8.27K	0.01%	362

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCS Wealth Advisory's WELL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Welltower (WELL) in Q4 2019, closing a stake of 95 shares — an estimated $8.61K sold.

KCS Wealth Advisory first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $8.61K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

KCS Wealth Advisory reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 95 Welltower shares in Q4 2019, an estimated $8.61K.
KCS Wealth Advisory first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Welltower position peaked at $8.61K in Q3 2019.
861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.