McKinley Carter Wealth Services’s Welltower WELL Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-987	Closed	-$54K	–	389
2018 Q1	$54K	Buy	+987	New	+$55.7K	0.02%	256
2016 Q4	–	Sell	-2,774	Closed	-$207K	–	125
2016 Q3	$207K	Sell	2,774 -146	-5%	-$11.2K	0.11%	117
2016 Q2	$222K	Buy	+2,920	New	+$207K	0.12%	116
2015 Q3	–	Sell	-3,169	Closed	-$208K	–	120
2015 Q2	$208K	Buy	+3,169	New	+$227K	0.11%	116

Other funds holding WELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McKinley Carter Wealth Services's WELL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Welltower (WELL) in Q2 2018, closing a stake of 987 shares — an estimated $54K sold.

McKinley Carter Wealth Services first reported a position in WELL in Q2 2015 and held it in 4 quarters. The position peaked at $222K in Q2 2016. 725 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 987 Welltower shares in Q2 2018, an estimated $54K.
McKinley Carter Wealth Services first reported a position in Welltower in Q2 2015 and held it in 4 quarters.
McKinley Carter Wealth Services's Welltower position peaked at $222K in Q2 2016.
725 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.