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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 $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return