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Signature Wealth Management Group’s Welltower WELL Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-122
Closed -$8K – 299
2018
Q3 		$8K Sell
122
-27
-18% -$1.74K 0.01% 209
2018
Q2 		$9K Hold
149
– – 0.01% 200
2018
Q1 		$8K Hold
149
– – 0.01% 206
2017
Q4 		$10K Buy
+149
New +$10K 0.01% 188

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Wealth Management Group's WELL Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Welltower (WELL) in Q4 2018, closing a stake of 122 shares — an estimated $8K sold.

Signature Wealth Management Group first reported a position in WELL in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 122 Welltower shares in Q4 2018, an estimated $8K.
  • Signature Wealth Management Group first reported a position in Welltower in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Welltower position peaked at $10K in Q4 2017.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.