River Wealth Advisors’s Welltower WELL Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-1,662	Closed	-$115K	–	506
2018 Q4	$115K	Sell	1,662 -19	-1%	-$1.29K	0.05%	179
2018 Q3	$108K	Buy	1,681 +3	+0.2%	+$194	0.04%	202
2018 Q2	$105K	Buy	+1,678	New	+$93.5K	0.04%	195
2015 Q2	–	Sell	-2,380	Closed	-$184K	–	140
2015 Q1	$184K	Buy	+2,380	New	+$187K	0.11%	137

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

River Wealth Advisors's WELL Position: Q1 2019 in Review

River Wealth Advisors sold out of Welltower (WELL) in Q1 2019, closing a stake of 1,662 shares — an estimated $115K sold.

River Wealth Advisors first reported a position in WELL in Q1 2015 and held it in 4 quarters. The position peaked at $184K in Q1 2015. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

River Wealth Advisors reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,662 Welltower shares in Q1 2019, an estimated $115K.
River Wealth Advisors first reported a position in Welltower in Q1 2015 and held it in 4 quarters.
River Wealth Advisors's Welltower position peaked at $184K in Q1 2015.
805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.