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Pin Oak Investment Advisors’s Welltower WELL Stock Holding History

Pin Oak Investment Advisors’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
2018
Q4 		– Sell
-212
Closed -$14K – 453
2018
Q3 		$14K Buy
212
+2
+1% +$129 0.01% 291
2018
Q2 		$13K Hold
210
– – 0.01% 305
2018
Q1 		$11K Buy
210
+27
+15% +$1.52K 0.01% 325
2017
Q4 		$12K Buy
+183
New +$12.3K 0.01% 326

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pin Oak Investment Advisors's WELL Position: Q4 2018 in Review

Pin Oak Investment Advisors sold out of Welltower (WELL) in Q4 2018, closing a stake of 212 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in WELL in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Pin Oak Investment Advisors reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 212 Welltower shares in Q4 2018, an estimated $14K.
  • Pin Oak Investment Advisors first reported a position in Welltower in Q4 2017 and held it in 4 quarters.
  • Pin Oak Investment Advisors's Welltower position peaked at $14K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2018, filed 26 Feb 2019.