MA
WELL.PRI

MUFG Americas’s Welltower Inc. WELL.PRI Stock Holding History

MUFG Americas’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-28,472
Closed -$1.69M – 1080
2017
Q4 		$1.69M Sell
28,472
-14,852
-34% -$918K 0.05% 231
2017
Q3 		$2.74M Buy
+43,324
New +$2.83M 0.09% 194
2017
Q1 		– Sell
-46,519
Closed -$2.8M – 1211
2016
Q4 		$2.8M Sell
46,519
-36,222
-44% -$2.19M 0.09% 196
2016
Q3 		$5.52M Buy
+82,741
New +$5.68M 0.19% 136

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return