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LBA Wealth Management’s Welltower WELL Stock Holding History

LBA Wealth Management’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
Q1 		$7K Hold
100
– – ﹤0.01% 343
2016
Q4 		$7K Hold
100
– – ﹤0.01% 348
2016
Q3 		$7K Hold
100
– – ﹤0.01% 351
2016
Q2 		$8K Hold
100
– – ﹤0.01% 322
2016
Q1 		$7K Hold
100
– – ﹤0.01% 329
2015
Q4 		$7K Buy
+100
New +$6.53K ﹤0.01% 321

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

LBA Wealth Management's WELL Position: Q1 2017 in Review

LBA Wealth Management held its Welltower (WELL) position steady in Q1 2017 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

LBA Wealth Management first reported a position in WELL in Q4 2015 and has held it in 6 quarters since. The position peaked at $8K in Q2 2016. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • LBA Wealth Management held 100 shares of Welltower worth $7K as of Q1 2017.
  • LBA Wealth Management left its Welltower share count unchanged in Q1 2017.
  • Welltower made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #343 holding.
  • LBA Wealth Management first reported a position in Welltower in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Welltower position peaked at $8K in Q2 2016.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.