UFG
WELL.PRI

United Fire Group’s Welltower Inc. WELL.PRI Stock Holding History

United Fire Group’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
2018
Q2 		– Sell
-20,000
Closed -$1.12M – 115
2018
Q1 		$1.12M Buy
20,000
+6,000
+43% +$340K 0.4% 41
2017
Q4 		$838K Hold
14,000
– – 0.27% 48
2017
Q3 		$888K Hold
14,000
– – 0.3% 45
2017
Q2 		$928K Hold
14,000
– – 0.33% 43
2017
Q1 		$884K Buy
14,000
+2,500
+22% +$153K 0.32% 43
2016
Q4 		$692K Buy
+11,500
New +$696K 0.26% 50

Other funds holding WELL.PRI

TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $157M AUM 34.31% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return