Number of Shares
17,766.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
3.1%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
145.15%

Aris Wealth Services, Inc.'s Welltower Inc Holding Summary

As of 2015-09-30, Aris Wealth Services, Inc. held 17,766.00 shares of Welltower Inc(WELL), totaling $1.20 Mil. This investment constitutes 3.1% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2013Q4. And since then Aris Wealth Services, Inc. has made 3 purchases of WELL, at an average price of $59.84, for a total of 18,957.00 shares. In addition, there have been 4 sales at an average price of $71.27 for 1,191.00 shares. Based on historical transaction data and WELL's current price of $151.76, Aris Wealth Services, Inc.'s estimated gain on his WELL holdings is $1.65 Mil, reflecting a 145.15% gain to date.

Aris Wealth Services, Inc. WELL ($151.76) Holding Chart

Aris Wealth Services, Inc. WELL ($151.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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