SIM
HCN.PRJ.CL

Sonora Investment Management’s Welltower Inc. HCN.PRJ.CL Stock Holding History

Sonora Investment Management’s Portfolio HCN.PRJ.CL Stock Details HCN.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-350
Closed -$9.16K – 905
2016
Q2 		$9.16K Hold
350
– – ﹤0.01% 609
2016
Q1 		$9.16K Hold
350
– – ﹤0.01% 658
2015
Q4 		$9K Hold
350
– – ﹤0.01% 569
2015
Q3 		$9K Buy
+350
New +$9.09K ﹤0.01% 546

Other funds holding HCN.PRJ.CL

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Sonora Investment Management's HCN.PRJ.CL Position: Q3 2016 in Review

Sonora Investment Management sold out of Welltower Inc. (HCN.PRJ.CL) in Q3 2016, closing a stake of 350 shares — an estimated $9.16K sold.

Sonora Investment Management first reported a position in HCN.PRJ.CL in Q3 2015 and held it in 4 quarters. The position peaked at $9.16K in Q2 2016. 5 funds tracked by Wall St. Rank hold HCN.PRJ.CL as of Q3 2016.

  • Sonora Investment Management reported no remaining Welltower Inc. position as of Q3 2016 after selling out during the quarter.
  • Sonora Investment Management sold 350 Welltower Inc. shares in Q3 2016, an estimated $9.16K.
  • Sonora Investment Management first reported a position in Welltower Inc. in Q3 2015 and held it in 4 quarters.
  • Sonora Investment Management's Welltower Inc. position peaked at $9.16K in Q2 2016.
  • 5 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2016.

Based on Sonora Investment Management's 13F filing for Q3 2016, filed 17 Oct 2016.