Sterling Global Strategies’s Welltower WELL Stock Holding History

Sterling Global Strategies’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
2019 Q1	–	Sell	-150	Closed	-$10.4K	–	193
2018 Q4	$10.4K	Buy	+150	New	+$10.2K	0.05%	145

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Global Strategies's WELL Position: Q1 2019 in Review

Sterling Global Strategies sold out of Welltower (WELL) in Q1 2019, closing a stake of 150 shares — an estimated $10.4K sold.

Sterling Global Strategies first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $10.4K in Q4 2018. 805 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

Sterling Global Strategies reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
Sterling Global Strategies sold 150 Welltower shares in Q1 2019, an estimated $10.4K.
Sterling Global Strategies first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
Sterling Global Strategies's Welltower position peaked at $10.4K in Q4 2018.
805 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.