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Northwest Investment Counselors’s Welltower WELL Stock Holding History

Northwest Investment Counselors’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
2019
Q4 		– Sell
-50
Closed -$5K – 498
2019
Q3 		$5K Buy
+50
New +$4.35K ﹤0.01% 439

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northwest Investment Counselors's WELL Position: Q4 2019 in Review

Northwest Investment Counselors sold out of Welltower (WELL) in Q4 2019, closing a stake of 50 shares — an estimated $5K sold.

Northwest Investment Counselors first reported a position in WELL in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 861 funds tracked by Wall St. Rank hold WELL as of Q4 2019.

  • Northwest Investment Counselors reported no remaining Welltower position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 50 Welltower shares in Q4 2019, an estimated $5K.
  • Northwest Investment Counselors first reported a position in Welltower in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's Welltower position peaked at $5K in Q3 2019.
  • 861 funds tracked by Wall St. Rank held Welltower as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.