MYCIO Wealth Partners’s Welltower WELL Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-5,760	Closed	-$471K	–	405
2019 Q4	$471K	Buy	+5,760	New	+$493K	0.03%	203
2016 Q4	–	Sell	-2,047	Closed	-$153K	–	665
2016 Q3	$153K	Hold	2,047	–	–	0.03%	205
2016 Q2	$156K	Buy	+2,047	New	+$145K	0.03%	202

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MYCIO Wealth Partners's WELL Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Welltower (WELL) in Q1 2020, closing a stake of 5,760 shares — an estimated $471K sold.

MYCIO Wealth Partners first reported a position in WELL in Q2 2016 and held it in 3 quarters. The position peaked at $471K in Q4 2019. 752 funds tracked by Wall St. Rank hold WELL as of Q1 2020.

MYCIO Wealth Partners reported no remaining Welltower position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,760 Welltower shares in Q1 2020, an estimated $471K.
MYCIO Wealth Partners first reported a position in Welltower in Q2 2016 and held it in 3 quarters.
MYCIO Wealth Partners's Welltower position peaked at $471K in Q4 2019.
752 funds tracked by Wall St. Rank held Welltower as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.