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Pinnacle Advisory Group’s Welltower WELL Stock Holding History

Pinnacle Advisory 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
2017
Q4 		– Sell
-4,667
Closed -$328K – 202
2017
Q3 		$328K Buy
4,667
+63
+1% +$4.58K 0.02% 155
2017
Q2 		$345K Sell
4,604
-1,303
-22% -$95.2K 0.02% 141
2017
Q1 		$418K Buy
5,907
+2,032
+52% +$137K 0.03% 124
2016
Q4 		$259K Buy
+3,875
New +$257K 0.02% 160

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 $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pinnacle Advisory Group's WELL Position: Q4 2017 in Review

Pinnacle Advisory Group sold out of Welltower (WELL) in Q4 2017, closing a stake of 4,667 shares — an estimated $328K sold.

Pinnacle Advisory Group first reported a position in WELL in Q4 2016 and held it in 4 quarters. The position peaked at $418K in Q1 2017. 776 funds tracked by Wall St. Rank hold WELL as of Q4 2017.

  • Pinnacle Advisory Group reported no remaining Welltower position as of Q4 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 4,667 Welltower shares in Q4 2017, an estimated $328K.
  • Pinnacle Advisory Group first reported a position in Welltower in Q4 2016 and held it in 4 quarters.
  • Pinnacle Advisory Group's Welltower position peaked at $418K in Q1 2017.
  • 776 funds tracked by Wall St. Rank held Welltower as of Q4 2017.

Based on Pinnacle Advisory Group's 13F filing for Q4 2017, filed 24 Jan 2018.