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Winthrop Partners - WNY’s Welltower WELL Stock Holding History

Winthrop Partners - WNY’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
2018
Q4 		– Sell
-225
Closed -$14.5K – 257
2018
Q3 		$14.5K Hold
225
– – 0.01% 223
2018
Q2 		$14.1K Buy
225
+50
+29% +$2.79K 0.01% 240
2018
Q1 		$94K Buy
+175
New +$9.88K 0.07% 165

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winthrop Partners - WNY's WELL Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of Welltower (WELL) in Q4 2018, closing a stake of 225 shares — an estimated $14.5K sold.

Winthrop Partners - WNY first reported a position in WELL in Q1 2018 and held it in 3 quarters. The position peaked at $94K in Q1 2018. 757 funds tracked by Wall St. Rank hold WELL as of Q4 2018.

  • Winthrop Partners - WNY reported no remaining Welltower position as of Q4 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 225 Welltower shares in Q4 2018, an estimated $14.5K.
  • Winthrop Partners - WNY first reported a position in Welltower in Q1 2018 and held it in 3 quarters.
  • Winthrop Partners - WNY's Welltower position peaked at $94K in Q1 2018.
  • 757 funds tracked by Wall St. Rank held Welltower as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.