WI
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WBI Investments’s Welltower WELL Stock Holding History

WBI Investments’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-176,784
Closed -$10.5M – 130
2014
Q1 		$10.5M Buy
+176,784
New +$10.5M 0.46% 61