StoneX Group’s Welltower WELL Stock Holding History

StoneX Group’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	–	Sell	-8,750	Closed	-$655K	–	359
2017 Q2	$655K	Buy	+8,750	New	+$640K	0.2%	169

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

StoneX Group's WELL Position: Q3 2017 in Review

StoneX Group sold out of Welltower (WELL) in Q3 2017, closing a stake of 8,750 shares — an estimated $655K sold.

StoneX Group first reported a position in WELL in Q2 2017 and held it in 1 quarter. The position peaked at $655K in Q2 2017. 712 funds tracked by Wall St. Rank hold WELL as of Q3 2017.

StoneX Group reported no remaining Welltower position as of Q3 2017 after selling out during the quarter.
StoneX Group sold 8,750 Welltower shares in Q3 2017, an estimated $655K.
StoneX Group first reported a position in Welltower in Q2 2017 and held it in 1 quarter.
StoneX Group's Welltower position peaked at $655K in Q2 2017.
712 funds tracked by Wall St. Rank held Welltower as of Q3 2017.

Based on StoneX Group's 13F filing for Q3 2017, filed 13 Nov 2017.