SFM
WELL icon

Signet Financial Management’s Welltower WELL Stock Holding History

Signet Financial Management’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
-147
Closed -$9K – 834
2018
Q3 		$9K Hold
147
– – ﹤0.01% 655
2018
Q2 		$9K Hold
147
– – ﹤0.01% 645
2018
Q1 		$8K Buy
+147
New +$8.3K ﹤0.01% 614

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

Signet Financial Management's WELL Position: Q4 2018 in Review

Signet Financial Management sold out of Welltower (WELL) in Q4 2018, closing a stake of 147 shares — an estimated $9K sold.

Signet Financial Management first reported a position in WELL in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Signet Financial Management reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 147 Welltower shares in Q4 2018, an estimated $9K.
  • Signet Financial Management first reported a position in Welltower in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's Welltower position peaked at $9K in Q3 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.