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Portfolio Strategies (Washington)’s Welltower WELL Stock Holding History

Portfolio Strategies (Washington)’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
-100
Closed -$7K – 100
2016
Q4 		$7K Buy
+100
New +$6.62K 0.01% 66

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

Portfolio Strategies (Washington)'s WELL Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of Welltower (WELL) in Q1 2017, closing a stake of 100 shares — an estimated $7K sold.

Portfolio Strategies (Washington) first reported a position in WELL in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 711 funds tracked by Wall St. Rank hold WELL as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining Welltower position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 100 Welltower shares in Q1 2017, an estimated $7K.
  • Portfolio Strategies (Washington) first reported a position in Welltower in Q4 2016 and held it in 1 quarter.
  • Portfolio Strategies (Washington)'s Welltower position peaked at $7K in Q4 2016.
  • 711 funds tracked by Wall St. Rank held Welltower as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.