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	$2.4M	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	$291K	Sell	3,850 -50	-1%	-$3.57K	0.17%	112
2014 Q3	$243K	Hold	3,900	–	–	0.18%	122
2014 Q2	$244K	Hold	3,900	–	–	0.14%	127
2014 Q1	$232K	Hold	3,900	–	–	0.17%	129
2013 Q4	$209K	Hold	3,900	–	–	0.15%	140
2013 Q3	$243K	Sell	3,900 -50	-1%	-$3.18K	0.19%	125
2013 Q2	$265K	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Newman Dignan & Sheerar Inc's WELL Position: Q4 2017 in Review

Newman Dignan & Sheerar Inc sold out of Welltower (WELL) in Q4 2017, closing a stake of 3,150 shares — an estimated $221K sold.

Newman Dignan & Sheerar Inc first reported a position in WELL in Q2 2013 and held it in 15 quarters. The position peaked at $2.4M in Q1 2017. 776 funds tracked by Wall St. Rank hold WELL as of Q4 2017.

Newman Dignan & Sheerar Inc reported no remaining Welltower position as of Q4 2017 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 3,150 Welltower shares in Q4 2017, an estimated $221K.
Newman Dignan & Sheerar Inc first reported a position in Welltower in Q2 2013 and held it in 15 quarters.
Newman Dignan & Sheerar Inc's Welltower position peaked at $2.4M in Q1 2017.
776 funds tracked by Wall St. Rank held Welltower as of Q4 2017.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2017, filed 29 Jan 2018.