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Laffer Tengler Investments’s Welltower WELL Stock Holding History

Laffer Tengler Investments’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
2016
Q4 		– Sell
-17,274
Closed -$1.29M – 292
2016
Q3 		$1.29M Hold
17,274
– – 0.36% 107
2016
Q2 		$1.32M Buy
+17,274
New +$1.23M 0.37% 102
2013
Q3 		– Hold
0
– – – 241

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Laffer Tengler Investments's WELL Position: Q4 2016 in Review

Laffer Tengler Investments sold out of Welltower (WELL) in Q4 2016, closing a stake of 17,274 shares — an estimated $1.29M sold.

Laffer Tengler Investments first reported a position in WELL in Q2 2016 and held it in 2 quarters. The position peaked at $1.32M in Q2 2016. 695 funds tracked by Wall St. Rank hold WELL as of Q4 2016.

  • Laffer Tengler Investments reported no remaining Welltower position as of Q4 2016 after selling out during the quarter.
  • Laffer Tengler Investments sold 17,274 Welltower shares in Q4 2016, an estimated $1.29M.
  • Laffer Tengler Investments first reported a position in Welltower in Q2 2016 and held it in 2 quarters.
  • Laffer Tengler Investments's Welltower position peaked at $1.32M in Q2 2016.
  • 695 funds tracked by Wall St. Rank held Welltower as of Q4 2016.

Based on Laffer Tengler Investments's 13F filing for Q4 2016, filed 15 Feb 2017.