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Vontobel Swiss Wealth Advisors’s Welltower WELL Stock Holding History

Vontobel Swiss Wealth Advisors’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
2019
Q3 		– Sell
-4,100
Closed -$334K – 120
2019
Q2 		$334K Sell
4,100
-620
-13% -$48.7K 0.18% 96
2019
Q1 		$366K Sell
4,720
-3,910
-45% -$293K 0.4% 38
2018
Q4 		$599K Sell
8,630
-990
-10% -$67.4K 0.45% 43
2018
Q3 		$619K Sell
9,620
-385
-4% -$24.9K 0.36% 45
2018
Q2 		$627K Sell
10,005
-650
-6% -$36.2K 0.36% 45
2018
Q1 		$580K Buy
+10,655
New +$602K 0.31% 49

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's WELL Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Welltower (WELL) in Q3 2019, closing a stake of 4,100 shares — an estimated $334K sold.

Vontobel Swiss Wealth Advisors first reported a position in WELL in Q1 2018 and held it in 6 quarters. The position peaked at $627K in Q2 2018. 817 funds tracked by Wall St. Rank hold WELL as of Q3 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Welltower position as of Q3 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 4,100 Welltower shares in Q3 2019, an estimated $334K.
  • Vontobel Swiss Wealth Advisors first reported a position in Welltower in Q1 2018 and held it in 6 quarters.
  • Vontobel Swiss Wealth Advisors's Welltower position peaked at $627K in Q2 2018.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.