PSUF
WELL icon

People's United Financial’s Welltower WELL Stock Holding History

People's United Financial’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
Q3 		– Sell
-561
Closed -$42K – 932
2017
Q2 		$42K Buy
561
+400
+248% +$29.2K ﹤0.01% 758
2017
Q1 		$11K Hold
161
– – ﹤0.01% 884
2016
Q4 		$11K Buy
161
+111
+222% +$7.35K ﹤0.01% 863
2016
Q3 		$4K Hold
50
– – ﹤0.01% 816
2016
Q2 		$4K Hold
50
– – ﹤0.01% 818
2016
Q1 		$3K Hold
50
– – ﹤0.01% 816
2015
Q4 		$3K Buy
+50
New +$3.26K ﹤0.01% 818
2013
Q3 		– Sell
-3,470
Closed -$233K – 809
2013
Q2 		$233K Buy
+3,470
New +$247K 0.02% 371

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

People's United Financial's WELL Position: Q3 2017 in Review

People's United Financial sold out of Welltower (WELL) in Q3 2017, closing a stake of 561 shares — an estimated $42K sold.

People's United Financial first reported a position in WELL in Q2 2013 and held it in 8 quarters. The position peaked at $233K in Q2 2013. 713 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • People's United Financial reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 561 Welltower shares in Q3 2017, an estimated $42K.
  • People's United Financial first reported a position in Welltower in Q2 2013 and held it in 8 quarters.
  • People's United Financial's Welltower position peaked at $233K in Q2 2013.
  • 713 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.