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Visionary Asset Management’s Welltower WELL Stock Holding History

Visionary Asset Management’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
2013
Q4 		– Sell
-10,941
Closed -$702K – 113
2013
Q3 		$702K Buy
+10,941
New +$696K 0.22% 46

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Asset Management's WELL Position: Q4 2013 in Review

Visionary Asset Management sold out of Welltower (WELL) in Q4 2013, closing a stake of 10,941 shares — an estimated $702K sold.

Visionary Asset Management first reported a position in WELL in Q3 2013 and held it in 1 quarter. The position peaked at $702K in Q3 2013. 556 funds tracked by Wall St. Rank hold WELL as of Q4 2013.

  • Visionary Asset Management reported no remaining Welltower position as of Q4 2013 after selling out during the quarter.
  • Visionary Asset Management sold 10,941 Welltower shares in Q4 2013, an estimated $702K.
  • Visionary Asset Management first reported a position in Welltower in Q3 2013 and held it in 1 quarter.
  • Visionary Asset Management's Welltower position peaked at $702K in Q3 2013.
  • 556 funds tracked by Wall St. Rank held Welltower as of Q4 2013.

Based on Visionary Asset Management's 13F filing for Q4 2013, filed 24 Jan 2014.