Marshall & Sullivan’s Welltower WELL Stock Holding History

Marshall & Sullivan’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
2018 Q3	–	Sell	-109	Closed	-$6.83K	–	82
2018 Q2	$6.83K	Buy	+109	New	+$6.07K	0.01%	76

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

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

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

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Marshall & Sullivan's WELL Position: Q3 2018 in Review

Marshall & Sullivan sold out of Welltower (WELL) in Q3 2018, closing a stake of 109 shares — an estimated $6.83K sold.

Marshall & Sullivan first reported a position in WELL in Q2 2018 and held it in 1 quarter. The position peaked at $6.83K in Q2 2018. 725 funds tracked by Wall St. Rank hold WELL as of Q3 2018.

Marshall & Sullivan reported no remaining Welltower position as of Q3 2018 after selling out during the quarter.
Marshall & Sullivan sold 109 Welltower shares in Q3 2018, an estimated $6.83K.
Marshall & Sullivan first reported a position in Welltower in Q2 2018 and held it in 1 quarter.
Marshall & Sullivan's Welltower position peaked at $6.83K in Q2 2018.
725 funds tracked by Wall St. Rank held Welltower as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.