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OTA Financial Group’s Welltower WELL Stock Holding History

OTA Financial Group’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
2013
Q3 		– Sell
-13,277
Closed -$889K – 108
2013
Q2 		$889K Buy
+13,277
New +$943K 0.41% 27

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OTA Financial Group's WELL Position: Q3 2013 in Review

OTA Financial Group sold out of Welltower (WELL) in Q3 2013, closing a stake of 13,277 shares — an estimated $889K sold.

OTA Financial Group first reported a position in WELL in Q2 2013 and held it in 1 quarter. The position peaked at $889K in Q2 2013. 515 funds tracked by Wall St. Rank hold WELL as of Q3 2013.

  • OTA Financial Group reported no remaining Welltower position as of Q3 2013 after selling out during the quarter.
  • OTA Financial Group sold 13,277 Welltower shares in Q3 2013, an estimated $889K.
  • OTA Financial Group first reported a position in Welltower in Q2 2013 and held it in 1 quarter.
  • OTA Financial Group's Welltower position peaked at $889K in Q2 2013.
  • 515 funds tracked by Wall St. Rank held Welltower as of Q3 2013.

Based on OTA Financial Group's 13F filing for Q3 2013, filed 12 Nov 2013.