Quattro Financial Advisors’s Welltower WELL Stock Holding History

Quattro Financial 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 Q2	–	Sell	-330	Closed	-$18K	–	87
2018 Q1	$18K	Buy	+330	New	+$18.6K	0.01%	69

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quattro Financial Advisors's WELL Position: Q2 2018 in Review

Quattro Financial Advisors sold out of Welltower (WELL) in Q2 2018, closing a stake of 330 shares — an estimated $18K sold.

Quattro Financial Advisors first reported a position in WELL in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

Quattro Financial Advisors reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
Quattro Financial Advisors sold 330 Welltower shares in Q2 2018, an estimated $18K.
Quattro Financial Advisors first reported a position in Welltower in Q1 2018 and held it in 1 quarter.
Quattro Financial Advisors's Welltower position peaked at $18K in Q1 2018.
726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on Quattro Financial Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.