TD Asset Management
WELL.PRI

TD Asset Management’s Welltower Inc. WELL.PRI Stock Holding History

TD Asset Management’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-399,700
Closed -$23.1M – 1407
2014
Q3 		$23.1M Hold
399,700
– – 0.04% 307
2014
Q2 		$23.3M Hold
399,700
– – 0.04% 303
2014
Q1 		$22.2M Hold
399,700
– – 0.04% 299
2013
Q4 		$20.7M Buy
+399,700
New +$22.3M 0.04% 293

Other funds holding WELL.PRI

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management's WELL.PRI Position: Q4 2014 in Review

TD Asset Management sold out of Welltower Inc. (WELL.PRI) in Q4 2014, closing a stake of 399,700 shares — an estimated $23.1M sold.

TD Asset Management first reported a position in WELL.PRI in Q4 2013 and held it in 4 quarters. The position peaked at $23.3M in Q2 2014. 53 funds tracked by Wall St. Rank hold WELL.PRI as of Q4 2014.

  • TD Asset Management reported no remaining Welltower Inc. position as of Q4 2014 after selling out during the quarter.
  • TD Asset Management sold 399,700 Welltower Inc. shares in Q4 2014, an estimated $23.1M.
  • TD Asset Management first reported a position in Welltower Inc. in Q4 2013 and held it in 4 quarters.
  • TD Asset Management's Welltower Inc. position peaked at $23.3M in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Welltower Inc. as of Q4 2014.

Based on TD Asset Management's 13F filing for Q4 2014, filed 30 Jan 2015.