Woodmont Investment Counsel’s Welltower Inc. WELL.PRI Stock Holding History

Woodmont Investment Counsel’s Portfolio WELL.PRI Stock Details WELL.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-26,125	Closed	-$1.56M	–	194
2017 Q4	$1.56M	Sell	26,125 -1,200	-4%	-$74.2K	0.4%	71
2017 Q3	$1.73M	Hold	27,325	–	–	0.47%	64
2017 Q2	$1.81M	Sell	27,325 -600	-2%	-$39.1K	0.51%	63
2017 Q1	$1.68M	Hold	27,925	–	–	0.49%	68
2016 Q4	$1.68M	Buy	27,925 +2,061	+8%	+$125K	0.48%	67
2016 Q3	$1.72M	Sell	25,864 -400	-2%	-$27.5K	0.49%	64
2016 Q2	$1.78M	Sell	26,264 -200	-0.8%	-$12.8K	0.53%	63
2016 Q1	$1.64M	Buy	26,464 +12,425	+89%	+$730K	0.5%	63
2015 Q4	$854K	Buy	+14,039	New	+$840K	0.25%	102

Other funds holding WELL.PRI

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

TCM

Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return

P8IP

Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

UFG

United Fire Group Cedar Rapids, Iowa $55M AUM 6% 1-Year Est. Return

Woodmont Investment Counsel's WELL.PRI Position: Q1 2018 in Review

Woodmont Investment Counsel sold out of Welltower Inc. (WELL.PRI) in Q1 2018, closing a stake of 26,125 shares — an estimated $1.56M sold.

Woodmont Investment Counsel first reported a position in WELL.PRI in Q4 2015 and held it in 9 quarters. The position peaked at $1.81M in Q2 2017. 16 funds tracked by Wall St. Rank hold WELL.PRI as of Q1 2018.

Woodmont Investment Counsel reported no remaining Welltower Inc. position as of Q1 2018 after selling out during the quarter.
Woodmont Investment Counsel sold 26,125 Welltower Inc. shares in Q1 2018, an estimated $1.56M.
Woodmont Investment Counsel first reported a position in Welltower Inc. in Q4 2015 and held it in 9 quarters.
Woodmont Investment Counsel's Welltower Inc. position peaked at $1.81M in Q2 2017.
16 funds tracked by Wall St. Rank held Welltower Inc. as of Q1 2018.

Based on Woodmont Investment Counsel's 13F filing for Q1 2018, filed 14 May 2018.