SBIA
WELL.PRI

Sheaff Brock Investment Advisors’s Welltower Inc. WELL.PRI Stock Holding History

Sheaff Brock Investment Advisors’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
2016
Q2 		– Sell
-9,673
Closed -$254K – 655
2016
Q1 		$254K Sell
9,673
-100
-1% -$5.87K 0.03% 428
2015
Q4 		$253K Buy
+9,773
New +$585K 0.03% 460

Other funds holding WELL.PRI

AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Sheaff Brock Investment Advisors's WELL.PRI Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Welltower Inc. (WELL.PRI) in Q2 2016, closing a stake of 9,673 shares — an estimated $254K sold.

Sheaff Brock Investment Advisors first reported a position in WELL.PRI in Q4 2015 and held it in 2 quarters. The position peaked at $254K in Q1 2016. 70 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Welltower Inc. position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,673 Welltower Inc. shares in Q2 2016, an estimated $254K.
  • Sheaff Brock Investment Advisors first reported a position in Welltower Inc. in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Welltower Inc. position peaked at $254K in Q1 2016.
  • 70 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.