MFBTD
WELL icon

MB Financial Bank - Trust Department’s Welltower WELL Stock Holding History

MB Financial Bank - Trust Department’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
Q4 		– Sell
-228
Closed -$15K – 417
2018
Q3 		$15K Hold
228
– – ﹤0.01% 329
2018
Q2 		$14K Hold
228
– – ﹤0.01% 315
2018
Q1 		$12K Hold
228
– – ﹤0.01% 300
2017
Q4 		$15K Buy
+228
New +$15.3K ﹤0.01% 318

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MB Financial Bank - Trust Department's WELL Position: Q4 2018 in Review

MB Financial Bank - Trust Department sold out of Welltower (WELL) in Q4 2018, closing a stake of 228 shares — an estimated $15K sold.

MB Financial Bank - Trust Department first reported a position in WELL in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • MB Financial Bank - Trust Department reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 228 Welltower shares in Q4 2018, an estimated $15K.
  • MB Financial Bank - Trust Department first reported a position in Welltower in Q4 2017 and held it in 4 quarters.
  • MB Financial Bank - Trust Department's Welltower position peaked at $15K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on MB Financial Bank - Trust Department's 13F filing for Q4 2018, filed 9 Jan 2019.