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Spot Trading’s Welltower WELL Stock Holding History

Spot Trading’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
2017
Q3 		$1.83M Sell
26,100
-5,500
-17% -$400K 0.03% 777
2017
Q2 		$2.37M Buy
31,600
+31,300
+10,433% +$2.29M 0.05% 574
2017
Q1 		$21K Sell
300
-2,300
-88% -$155K ﹤0.01% 2666
2016
Q4 		$174K Sell
2,600
-9,000
-78% -$596K ﹤0.01% 1995
2016
Q3 		$867K Buy
+11,600
New +$888K 0.02% 1152
2016
Q1 		– Sell
-4,900
Closed -$333K – 4039
2015
Q4 		$333K Sell
4,900
-9,000
-65% -$587K ﹤0.01% 2179
2015
Q3 		$941K Buy
13,900
+10,700
+334% +$715K 0.01% 1611
2015
Q2 		$210K Buy
3,200
+1,600
+100% +$115K ﹤0.01% 2685
2015
Q1 		$124K Sell
1,600
-12,300
-88% -$968K ﹤0.01% 3002
2014
Q4 		$1.05M Buy
13,900
+2,800
+25% +$200K 0.01% 1847
2014
Q3 		$692K Sell
11,100
-3,900
-26% -$252K ﹤0.01% 2337
2014
Q2 		$940K Buy
15,000
+13,000
+650% +$818K ﹤0.01% 2184
2014
Q1 		$119K Sell
2,000
-2,500
-56% -$143K ﹤0.01% 3370
2013
Q4 		$241K Sell
4,500
-9,500
-68% -$565K ﹤0.01% 2913
2013
Q3 		$873K Buy
+14,000
New +$891K 0.01% 2004

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spot Trading's WELL Position: Q3 2017 in Review

Spot Trading sold out of Welltower (WELL) in Q3 2017, closing a stake of 39 shares — an estimated $2.84K sold.

Spot Trading first reported a position in WELL in Q3 2013 and held it in 8 quarters. The position peaked at $794K in Q3 2013. 713 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

  • Spot Trading reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
  • Spot Trading sold 39 Welltower shares in Q3 2017, an estimated $2.84K.
  • Spot Trading first reported a position in Welltower in Q3 2013 and held it in 8 quarters.
  • Spot Trading's Welltower position peaked at $794K in Q3 2013.
  • 713 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.