Newman Dignan & Sheerar Inc’s Welltower WELL Stock Holding History

Newman Dignan & Sheerar Inc’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
2017 Q4	–	Sell	-3,150	Closed	-$221K	–	168
2017 Q3	$221K	Sell	3,150 -150	-5%	-$10.9K	0.12%	150
2017 Q2	$247K	Sell	3,300 -88	-3%	-$6.43K	0.14%	139
2017 Q1	$2.4K	Hold	3,388	–	–	1.06%	26
2016 Q4	$227K	Hold	3,388	–	–	0.14%	133
2016 Q3	$253K	Buy	+3,388	New	+$259K	0.16%	132
2015 Q4	–	Sell	-3,550	Closed	-$240K	–	148
2015 Q3	$240K	Buy	3,550 +50	+1%	+$3.34K	0.15%	120
2015 Q2	$230K	Sell	3,500 -50	-1%	-$3.58K	0.17%	136
2015 Q1	$275K	Sell	3,550 -300	-8%	-$23.6K	0.2%	118
2014 Q4	$291	Sell	3,850 -50	-1%	-$3.57K	0.17%	112
2014 Q3	$243K	Hold	3,900	–	–	0.18%	122
2014 Q2	$244	Hold	3,900	–	–	0.14%	127
2014 Q1	$232K	Hold	3,900	–	–	0.17%	129
2013 Q4	$209	Hold	3,900	–	–	0.01%	140
2013 Q3	$243K	Sell	3,900 -50	-1%	-$3.18K	0.19%	125
2013 Q2	$265	Buy	+3,950	New	+$281K	0.02%	114

Other funds holding WELL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return