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Polaris Wealth Advisory Group’s Welltower WELL Stock Holding History

Polaris Wealth 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
2016
Q1 		– Sell
-6,244
Closed -$425K – 152
2015
Q4 		$425K Buy
+6,244
New +$408K 0.07% 94

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Polaris Wealth Advisory Group's WELL Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Welltower (WELL) in Q1 2016, closing a stake of 6,244 shares — an estimated $425K sold.

Polaris Wealth Advisory Group first reported a position in WELL in Q4 2015 and held it in 1 quarter. The position peaked at $425K in Q4 2015. 640 funds tracked by Wall St. Rank hold WELL as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Welltower position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 6,244 Welltower shares in Q1 2016, an estimated $425K.
  • Polaris Wealth Advisory Group first reported a position in Welltower in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Welltower position peaked at $425K in Q4 2015.
  • 640 funds tracked by Wall St. Rank held Welltower as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.