TCOV
WELL.PRI

Trust Company of Vermont’s Welltower Inc. WELL.PRI Stock Holding History

Trust Company of Vermont’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
2015
Q3 		– Sell
-75
Closed -$4K – 829
2015
Q2 		$4K Buy
+75
New +$4.81K ﹤0.01% 750

Other funds holding WELL.PRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Trust Company of Vermont's WELL.PRI Position: Q3 2015 in Review

Trust Company of Vermont sold out of Welltower Inc. (WELL.PRI) in Q3 2015, closing a stake of 75 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in WELL.PRI in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 44 funds tracked by Wall St. Rank hold WELL.PRI as of Q3 2015.

  • Trust Company of Vermont reported no remaining Welltower Inc. position as of Q3 2015 after selling out during the quarter.
  • Trust Company of Vermont sold 75 Welltower Inc. shares in Q3 2015, an estimated $4K.
  • Trust Company of Vermont first reported a position in Welltower Inc. in Q2 2015 and held it in 1 quarter.
  • Trust Company of Vermont's Welltower Inc. position peaked at $4K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held Welltower Inc. as of Q3 2015.

Based on Trust Company of Vermont's 13F filing for Q3 2015, filed 29 Oct 2015.