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Winslow Evans & Crocker’s Welltower WELL Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-162
Closed -$14K – 1348
2019
Q1 		$14K Buy
+162
New +$12.2K ﹤0.01% 757
2018
Q2 		– Sell
-750
Closed -$40.8K – 1174
2018
Q1 		$40.8K Hold
750
– – 0.01% 523
2017
Q4 		$47.8K Sell
750
-130
-15% -$8.72K 0.02% 503
2017
Q3 		$61.8K Sell
880
-350
-28% -$25.5K 0.02% 438
2017
Q2 		$92.1K Sell
1,230
-1,004
-45% -$73.4K 0.03% 447
2017
Q1 		$158K Sell
2,234
-388
-15% -$26.2K 0.05% 332
2016
Q4 		$175K Hold
2,622
– – 0.05% 306
2016
Q3 		$196K Sell
2,622
-86
-3% -$6.58K 0.06% 304
2016
Q2 		$206K Hold
2,708
– – 0.06% 277
2016
Q1 		$188K Hold
2,708
– – 0.06% 280
2015
Q4 		$184K Hold
2,708
– – 0.05% 307
2015
Q3 		$183K Sell
2,708
-66
-2% -$4.41K 0.06% 284
2015
Q2 		$182K Hold
2,774
– – 0.05% 324
2015
Q1 		$215K Hold
2,774
– – 0.06% 286
2014
Q4 		$210K Hold
2,774
– – 0.06% 276
2014
Q3 		$173K Buy
2,774
+250
+10% +$16.1K 0.05% 325
2014
Q2 		$158K Hold
2,524
– – 0.05% 293
2014
Q1 		$150K Hold
2,524
– – 0.05% 295
2013
Q4 		$135K Buy
+2,524
New +$150K 0.05% 324

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Winslow Evans & Crocker's WELL Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Welltower (WELL) in Q2 2019, closing a stake of 162 shares — an estimated $14K sold.

Winslow Evans & Crocker first reported a position in WELL in Q4 2013 and held it in 19 quarters. The position peaked at $215K in Q1 2015. 807 funds tracked by Wall St. Rank hold WELL as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Welltower position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 162 Welltower shares in Q2 2019, an estimated $14K.
  • Winslow Evans & Crocker first reported a position in Welltower in Q4 2013 and held it in 19 quarters.
  • Winslow Evans & Crocker's Welltower position peaked at $215K in Q1 2015.
  • 807 funds tracked by Wall St. Rank held Welltower as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.