Risk Paradigm Group’s Welltower WELL Stock Holding History

Risk Paradigm 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
2015 Q4	–	Sell	-37	Closed	-$2.51K	–	379
2015 Q3	$2.51K	Buy	+37	New	+$2.47K	0.01%	337

Other funds holding WELL

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

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Risk Paradigm Group's WELL Position: Q4 2015 in Review

Risk Paradigm Group sold out of Welltower (WELL) in Q4 2015, closing a stake of 37 shares — an estimated $2.51K sold.

Risk Paradigm Group first reported a position in WELL in Q3 2015 and held it in 1 quarter. The position peaked at $2.51K in Q3 2015. 632 funds tracked by Wall St. Rank hold WELL as of Q4 2015.

Risk Paradigm Group reported no remaining Welltower position as of Q4 2015 after selling out during the quarter.
Risk Paradigm Group sold 37 Welltower shares in Q4 2015, an estimated $2.51K.
Risk Paradigm Group first reported a position in Welltower in Q3 2015 and held it in 1 quarter.
Risk Paradigm Group's Welltower position peaked at $2.51K in Q3 2015.
632 funds tracked by Wall St. Rank held Welltower as of Q4 2015.

Based on Risk Paradigm Group's 13F filing for Q4 2015, filed 10 Feb 2016.