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Weatherstone Capital Management’s Welltower WELL Stock Holding History

Weatherstone Capital 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
2019
Q1 		– Sell
-4,186
Closed -$269K – 172
2018
Q4 		$269K Buy
+4,186
New +$285K 0.07% 137

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

Weatherstone Capital Management's WELL Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Welltower (WELL) in Q1 2019, closing a stake of 4,186 shares — an estimated $269K sold.

Weatherstone Capital Management first reported a position in WELL in Q4 2018 and held it in 1 quarter. The position peaked at $269K in Q4 2018. 806 funds tracked by Wall St. Rank hold WELL as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Welltower position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 4,186 Welltower shares in Q1 2019, an estimated $269K.
  • Weatherstone Capital Management first reported a position in Welltower in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Welltower position peaked at $269K in Q4 2018.
  • 806 funds tracked by Wall St. Rank held Welltower as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.