SWS Partners’s Welltower WELL Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-844	Closed	-$46K	–	311
2018 Q1	$46K	Hold	844	–	–	0.03%	153
2017 Q4	$54K	Buy	+844	New	+$56.6K	0.04%	131

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

SWS Partners's WELL Position: Q2 2018 in Review

SWS Partners sold out of Welltower (WELL) in Q2 2018, closing a stake of 844 shares — an estimated $46K sold.

SWS Partners first reported a position in WELL in Q4 2017 and held it in 2 quarters. The position peaked at $54K in Q4 2017. 726 funds tracked by Wall St. Rank hold WELL as of Q2 2018.

SWS Partners reported no remaining Welltower position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 844 Welltower shares in Q2 2018, an estimated $46K.
SWS Partners first reported a position in Welltower in Q4 2017 and held it in 2 quarters.
SWS Partners's Welltower position peaked at $54K in Q4 2017.
726 funds tracked by Wall St. Rank held Welltower as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.