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Miles Capital’s Welltower WELL Stock Holding History

Miles Capital’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
Q3 		– Sell
-2,735
Closed -$205K – 231
2017
Q2 		$205K Buy
+2,735
New +$200K 0.11% 195
2017
Q1 		– Sell
-6,380
Closed -$427K – 224
2016
Q4 		$427K Buy
6,380
+2,085
+49% +$138K 0.26% 59
2016
Q3 		$321K Buy
4,295
+1,491
+53% +$114K 0.22% 73
2016
Q2 		$214K Sell
2,804
-10,281
-79% -$730K 0.15% 174
2016
Q1 		$907K Sell
13,085
-85
-0.6% -$5.48K 0.61% 41
2015
Q4 		$896K Buy
+13,170
New +$860K 0.61% 38

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Miles Capital's WELL Position: Q3 2017 in Review

Miles Capital sold out of Welltower (WELL) in Q3 2017, closing a stake of 2,735 shares — an estimated $205K sold.

Miles Capital first reported a position in WELL in Q4 2015 and held it in 6 quarters. The position peaked at $907K in Q1 2016. 713 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Miles Capital reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Miles Capital sold 2,735 Welltower shares in Q3 2017, an estimated $205K.
  • Miles Capital first reported a position in Welltower in Q4 2015 and held it in 6 quarters.
  • Miles Capital's Welltower position peaked at $907K in Q1 2016.
  • 713 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Miles Capital's 13F filing for Q3 2017, filed 13 Nov 2017.