RIG
HCN.PRJ.CL

Roosevelt Investment Group’s Welltower Inc. HCN.PRJ.CL Stock Holding History

Roosevelt Investment Group’s Portfolio HCN.PRJ.CL Stock Details HCN.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,000
Closed -$201K – 223
2016
Q4 		$201K Sell
8,000
-2,000
-20% -$50.9K 0.02% 191
2016
Q3 		$260K Buy
10,000
+2,000
+25% +$52.6K 0.02% 164
2016
Q2 		$209K Buy
+8,000
New +$210K 0.02% 192

Roosevelt Investment Group's HCN.PRJ.CL Position: Q1 2017 in Review

Roosevelt Investment Group sold out of Welltower Inc. (HCN.PRJ.CL) in Q1 2017, closing a stake of 8,000 shares — an estimated $201K sold.

Roosevelt Investment Group first reported a position in HCN.PRJ.CL in Q2 2016 and held it in 3 quarters. The position peaked at $260K in Q3 2016. 0 funds tracked by Wall St. Rank hold HCN.PRJ.CL as of Q1 2017.

  • Roosevelt Investment Group reported no remaining Welltower Inc. position as of Q1 2017 after selling out during the quarter.
  • Roosevelt Investment Group sold 8,000 Welltower Inc. shares in Q1 2017, an estimated $201K.
  • Roosevelt Investment Group first reported a position in Welltower Inc. in Q2 2016 and held it in 3 quarters.
  • Roosevelt Investment Group's Welltower Inc. position peaked at $260K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2017.

Based on Roosevelt Investment Group's 13F filing for Q1 2017, filed 12 May 2017.