Spirit of America Management Corp’s Welltower Inc. HCN.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-28,880
| Closed | -$726K | – | 368 |
|
|
2016
Q4 | $726K | Hold |
28,880
| – | – | 0.08% | 155 |
|
|
2016
Q3 | $751K | Hold |
28,880
| – | – | 0.1% | 152 |
|
|
2016
Q2 | $756K | Hold |
28,880
| – | – | 0.11% | 138 |
|
|
2016
Q1 | $757K | Hold |
28,880
| – | – | 0.13% | 136 |
|
|
2015
Q4 | $746K | Hold |
28,880
| – | – | 0.14% | 135 |
|
|
2015
Q3 | $732K | Sell |
28,880
-3,120
| -10% | -$81K | 0.15% | 135 |
|
|
2015
Q2 | $813K | Hold |
32,000
| – | – | 0.16% | 131 |
|
|
2015
Q1 | $858K | Hold |
32,000
| – | – | 0.18% | 127 |
|
|
2014
Q4 | $853K | Hold |
32,000
| – | – | 0.22% | 126 |
|
|
2014
Q3 | $829K | Hold |
32,000
| – | – | 0.25% | 121 |
|
|
2014
Q2 | $812K | Hold |
32,000
| – | – | 0.32% | 106 |
|
|
2014
Q1 | $787K | Buy |
+32,000
| New | +$772K | 0.32% | 103 |
|
|
2013
Q4 | – | Sell |
-40,000
| Closed | -$926K | – | 290 |
|
|
2013
Q3 | $926K | Hold |
40,000
| – | – | 0.34% | 94 |
|
|
2013
Q2 | $1.02M | Buy |
+40,000
| New | +$1.07M | 0.37% | 83 |
|
Spirit of America Management Corp's HCN.PRJ.CL Position: Q1 2017 in Review
Spirit of America Management Corp sold out of Welltower Inc. (HCN.PRJ.CL) in Q1 2017, closing a stake of 28,880 shares — an estimated $726K sold.
Spirit of America Management Corp first reported a position in HCN.PRJ.CL in Q2 2013 and held it in 14 quarters. The position peaked at $1.02M in Q2 2013. 0 funds tracked by Wall St. Rank hold HCN.PRJ.CL as of Q1 2017.
- Spirit of America Management Corp reported no remaining Welltower Inc. position as of Q1 2017 after selling out during the quarter.
- Spirit of America Management Corp sold 28,880 Welltower Inc. shares in Q1 2017, an estimated $726K.
- Spirit of America Management Corp first reported a position in Welltower Inc. in Q2 2013 and held it in 14 quarters.
- Spirit of America Management Corp's Welltower Inc. position peaked at $1.02M in Q2 2013.
- 0 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2017.
Based on Spirit of America Management Corp's 13F filing for Q1 2017, filed 12 Apr 2017.