RJFSA
WELL.PRI

Raymond James Financial Services Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,643
Closed -$218K – 2800
2017
Q4 		$218K Buy
3,643
+250
+7% +$15.5K ﹤0.01% 2200
2017
Q3 		$215K Hold
3,393
– – ﹤0.01% 2235
2017
Q2 		$225K Hold
3,393
– – ﹤0.01% 2147
2017
Q1 		$214K Sell
3,393
-130
-4% -$7.93K ﹤0.01% 2097
2016
Q4 		$212K Hold
3,523
– – ﹤0.01% 2029
2016
Q3 		$234K Sell
3,523
-100
-3% -$6.87K ﹤0.01% 1950
2016
Q2 		$246K Hold
3,623
– – ﹤0.01% 1850
2016
Q1 		$225K Buy
+3,623
New +$213K ﹤0.01% 1699

Other funds holding WELL.PRI

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
UFG
United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Raymond James Financial Services Advisors's WELL.PRI Position: Q1 2018 in Review

Raymond James Financial Services Advisors sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 3,643 shares — an estimated $218K sold.

Raymond James Financial Services Advisors first reported a position in WELL.PRI in Q1 2016 and held it in 8 quarters. The position peaked at $246K in Q2 2016. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

  • Raymond James Financial Services Advisors reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 3,643 Welltower Inc. shares in Q1 2018, an estimated $218K.
  • Raymond James Financial Services Advisors first reported a position in Welltower Inc. in Q1 2016 and held it in 8 quarters.
  • Raymond James Financial Services Advisors's Welltower Inc. position peaked at $246K in Q2 2016.
  • 16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.