Northwestern Mutual Wealth Management
WELL.PRI

Northwestern Mutual Wealth Management’s Welltower Inc. WELL.PRI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-219
Closed -$15K – 1719
2015
Q1 		$15K Buy
+219
New +$15.1K ﹤0.01% 946

Other funds holding WELL.PRI

AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's WELL.PRI Position: Q2 2015 in Review

Northwestern Mutual Wealth Management sold out of Welltower Inc. (WELL.PRI) in Q2 2015, closing a stake of 219 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in WELL.PRI in Q1 2015 and held it in 1 quarter. The position peaked at $15K in Q1 2015. 57 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2015.

  • Northwestern Mutual Wealth Management reported no remaining Welltower Inc. position as of Q2 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 219 Welltower Inc. shares in Q2 2015, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in Welltower Inc. in Q1 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Welltower Inc. position peaked at $15K in Q1 2015.
  • 57 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2015, filed 14 Aug 2015.