Peoples Financial Services Corp’s Welltower WELL Stock Holding History

Peoples Financial Services Corp’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
2020 Q2	–	Sell	-111	Closed	-$5K	–	327
2020 Q1	$5K	Hold	111	–	–	﹤0.01%	257
2019 Q4	$9K	Hold	111	–	–	﹤0.01%	236
2019 Q3	$10K	Hold	111	–	–	0.01%	239
2019 Q2	$9K	Hold	111	–	–	﹤0.01%	245
2019 Q1	$9K	Hold	111	–	–	﹤0.01%	237
2018 Q4	$8K	Hold	111	–	–	﹤0.01%	238
2018 Q3	$7K	Hold	111	–	–	﹤0.01%	269
2018 Q2	$7K	Hold	111	–	–	﹤0.01%	255
2018 Q1	$6K	Hold	111	–	–	﹤0.01%	269
2017 Q4	$7K	Hold	111	–	–	﹤0.01%	259
2017 Q3	$8K	Hold	111	–	–	﹤0.01%	239
2017 Q2	$8K	Hold	111	–	–	﹤0.01%	239
2017 Q1	$8K	Buy	+111	New	+$7.49K	﹤0.01%	239
2016 Q4	–	Sell	-111	Closed	-$8K	–	334
2016 Q3	$8K	Buy	+111	New	+$8.5K	0.01%	227

Other funds holding WELL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peoples Financial Services Corp's WELL Position: Q2 2020 in Review

Peoples Financial Services Corp sold out of Welltower (WELL) in Q2 2020, closing a stake of 111 shares — an estimated $5K sold.

Peoples Financial Services Corp first reported a position in WELL in Q3 2016 and held it in 14 quarters. The position peaked at $10K in Q3 2019. 731 funds tracked by Wall St. Rank hold WELL as of Q2 2020.

Peoples Financial Services Corp reported no remaining Welltower position as of Q2 2020 after selling out during the quarter.
Peoples Financial Services Corp sold 111 Welltower shares in Q2 2020, an estimated $5K.
Peoples Financial Services Corp first reported a position in Welltower in Q3 2016 and held it in 14 quarters.
Peoples Financial Services Corp's Welltower position peaked at $10K in Q3 2019.
731 funds tracked by Wall St. Rank held Welltower as of Q2 2020.

Based on Peoples Financial Services Corp's 13F filing for Q2 2020, filed 10 Jul 2020.