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Simmons First Trust’s Welltower WELL Stock Holding History

Simmons First Trust’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
2013
Q4 		– Sell
-15,463
Closed -$965K – 122
2013
Q3 		$965K Buy
15,463
+15
+0.1% +$954 0.37% 63
2013
Q2 		$1.03M Buy
+15,448
New +$1.1M 0.49% 55

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simmons First Trust's WELL Position: Q4 2013 in Review

Simmons First Trust sold out of Welltower (WELL) in Q4 2013, closing a stake of 15,463 shares — an estimated $965K sold.

Simmons First Trust first reported a position in WELL in Q2 2013 and held it in 2 quarters. The position peaked at $1.03M in Q2 2013. 556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • Simmons First Trust reported no remaining Welltower position as of Q4 2013 after selling out during the quarter.
  • Simmons First Trust sold 15,463 Welltower shares in Q4 2013, an estimated $965K.
  • Simmons First Trust first reported a position in Welltower in Q2 2013 and held it in 2 quarters.
  • Simmons First Trust's Welltower position peaked at $1.03M in Q2 2013.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on Simmons First Trust's 13F filing for Q4 2013, filed 6 Feb 2014.