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Murphy Capital Management’s Welltower WELL Stock Holding History

Murphy Capital Management’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
2015
Q3 		– Sell
-4,832
Closed -$317K – 322
2015
Q2 		$317K Sell
4,832
-3,988
-45% -$286K 0.05% 250
2015
Q1 		$682K Buy
+8,820
New +$694K 0.1% 180

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Murphy Capital Management's WELL Position: Q3 2015 in Review

Murphy Capital Management sold out of Welltower (WELL) in Q3 2015, closing a stake of 4,832 shares — an estimated $317K sold.

Murphy Capital Management first reported a position in WELL in Q1 2015 and held it in 2 quarters. The position peaked at $682K in Q1 2015. 594 funds tracked by Wall St. Rank hold WELL as of Q3 2015.

  • Murphy Capital Management reported no remaining Welltower position as of Q3 2015 after selling out during the quarter.
  • Murphy Capital Management sold 4,832 Welltower shares in Q3 2015, an estimated $317K.
  • Murphy Capital Management first reported a position in Welltower in Q1 2015 and held it in 2 quarters.
  • Murphy Capital Management's Welltower position peaked at $682K in Q1 2015.
  • 594 funds tracked by Wall St. Rank held Welltower as of Q3 2015.

Based on Murphy Capital Management's 13F filing for Q3 2015, filed 14 Oct 2015.