MWP
HCN.PRJ.CL

MYCIO Wealth Partners’s Welltower Inc. HCN.PRJ.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio HCN.PRJ.CL Stock Details HCN.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-36
Closed -$1K – 1214
2016
Q2 		$1K Buy
36
+16
+80% +$421 ﹤0.01% 1090
2016
Q1 		$1K Buy
+20
New +$522 ﹤0.01% 841
2015
Q4 		– Sell
-190
Closed -$5K – 976
2015
Q3 		$5K Buy
+190
New +$4.94K ﹤0.01% 677

Other funds holding HCN.PRJ.CL

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MYCIO Wealth Partners's HCN.PRJ.CL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Welltower Inc. (HCN.PRJ.CL) in Q3 2016, closing a stake of 36 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in HCN.PRJ.CL in Q3 2015 and held it in 3 quarters. The position peaked at $5K in Q3 2015. 5 funds tracked by Wall St. Rank hold HCN.PRJ.CL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Welltower Inc. position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 36 Welltower Inc. shares in Q3 2016, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Welltower Inc. in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's Welltower Inc. position peaked at $5K in Q3 2015.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.