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 $156M AUM 29.03% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

United Fire Group's WELL.PRI Position: Q2 2018 in Review

United Fire Group sold out of Welltower Inc. (WELL.PRI) in Q2 2018, closing a stake of 20,000 shares — an estimated $1.12M sold.

United Fire Group first reported a position in WELL.PRI in Q4 2016 and held it in 6 quarters. The position peaked at $1.12M in Q1 2018. 5 funds tracked by Wall St. Rank hold WELL.PRI as of Q2 2018.

United Fire Group reported no remaining Welltower Inc. position as of Q2 2018 after selling out during the quarter.
United Fire Group sold 20,000 Welltower Inc. shares in Q2 2018, an estimated $1.12M.
United Fire Group first reported a position in Welltower Inc. in Q4 2016 and held it in 6 quarters.
United Fire Group's Welltower Inc. position peaked at $1.12M in Q1 2018.
5 funds tracked by Wall St. Rank held Welltower Inc. as of Q2 2018.

Based on United Fire Group's 13F filing for Q2 2018, filed 8 Aug 2018.