PFS
WELL icon

Physicians Financial Services’s Welltower WELL Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-350
Closed -$27K – 259
2016
Q4 		$27K Hold
350
– – 0.02% 193
2016
Q3 		$26K Hold
350
– – 0.02% 186
2016
Q2 		$27K Buy
350
+180
+106% +$12.8K 0.02% 187
2016
Q1 		$12K Hold
170
– – 0.01% 213
2015
Q4 		$12K Buy
+170
New +$11.1K 0.01% 223

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Physicians Financial Services's WELL Position: Q1 2017 in Review

Physicians Financial Services sold out of Welltower (WELL) in Q1 2017, closing a stake of 350 shares — an estimated $27K sold.

Physicians Financial Services first reported a position in WELL in Q4 2015 and held it in 5 quarters. The position peaked at $27K in Q4 2016. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • Physicians Financial Services reported no remaining Welltower position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 350 Welltower shares in Q1 2017, an estimated $27K.
  • Physicians Financial Services first reported a position in Welltower in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Welltower position peaked at $27K in Q4 2016.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.