SFG
WELL.PRI

SevenBridge Financial Group’s Welltower Inc. WELL.PRI Stock Holding History

SevenBridge Financial Group’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
2017
Q1 		– Sell
-150
Closed -$9K – 684
2016
Q4 		$9K Hold
150
– – 0.01% 463
2016
Q3 		$9K Buy
+150
New +$10.3K 0.01% 458

Other funds holding WELL.PRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SevenBridge Financial Group's WELL.PRI Position: Q1 2017 in Review

SevenBridge Financial Group sold out of Welltower Inc. (WELL.PRI) in Q1 2017, closing a stake of 150 shares — an estimated $9K sold.

SevenBridge Financial Group first reported a position in WELL.PRI in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 69 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2017.

  • SevenBridge Financial Group reported no remaining Welltower Inc. position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 150 Welltower Inc. shares in Q1 2017, an estimated $9K.
  • SevenBridge Financial Group first reported a position in Welltower Inc. in Q3 2016 and held it in 2 quarters.
  • SevenBridge Financial Group's Welltower Inc. position peaked at $9K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.