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Segall Bryant & Hamill’s Welltower WELL Stock Holding History

Segall Bryant & Hamill’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
2017
Q4 		– Sell
-2,991
Closed -$210K – 589
2017
Q3 		$210K Buy
+2,991
New +$217K ﹤0.01% 542
2017
Q2 		– Sell
-2,991
Closed -$212K – 570
2017
Q1 		$212K Buy
+2,991
New +$202K 0.01% 525

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Segall Bryant & Hamill's WELL Position: Q4 2017 in Review

Segall Bryant & Hamill sold out of Welltower (WELL) in Q4 2017, closing a stake of 2,991 shares — an estimated $210K sold.

Segall Bryant & Hamill first reported a position in WELL in Q1 2017 and held it in 2 quarters. The position peaked at $212K in Q1 2017. 776 funds tracked by Wall St. Rank hold WELL as of Q4 2017.

  • Segall Bryant & Hamill reported no remaining Welltower position as of Q4 2017 after selling out during the quarter.
  • Segall Bryant & Hamill sold 2,991 Welltower shares in Q4 2017, an estimated $210K.
  • Segall Bryant & Hamill first reported a position in Welltower in Q1 2017 and held it in 2 quarters.
  • Segall Bryant & Hamill's Welltower position peaked at $212K in Q1 2017.
  • 776 funds tracked by Wall St. Rank held Welltower as of Q4 2017.

Based on Segall Bryant & Hamill's 13F filing for Q4 2017, filed 15 Feb 2018.