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 $178B AUM 37.23% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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 $421M AUM 14.71% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 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 $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

MUFG Americas's WELL.PRI Position: Q1 2018 in Review

MUFG Americas sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 28,472 shares — an estimated $1.69M sold.

MUFG Americas first reported a position in WELL.PRI in Q3 2016 and held it in 4 quarters. The position peaked at $5.52M in Q3 2016. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • MUFG Americas reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • MUFG Americas sold 28,472 Welltower Inc. shares in Q1 2018, an estimated $1.69M.
  • MUFG Americas first reported a position in Welltower Inc. in Q3 2016 and held it in 4 quarters.
  • MUFG Americas's Welltower Inc. position peaked at $5.52M in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.