AIM
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Advantage Investment Management’s Ventas VTR Stock Holding History

Advantage Investment Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-35
Closed -$2K – 1086
2017
Q3 		$2K Buy
+35
New +$2.36K ﹤0.01% 960
2015
Q1 		– Sell
-72
Closed -$6K – 895
2014
Q4 		$6K Buy
+72
New +$5.68K ﹤0.01% 603

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's VTR Position: Q4 2017 in Review

Advantage Investment Management sold out of Ventas (VTR) in Q4 2017, closing a stake of 35 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in VTR in Q4 2014 and held it in 2 quarters. The position peaked at $6K in Q4 2014. 720 funds tracked by Wall St. Rank hold VTR as of Q4 2017.

  • Advantage Investment Management reported no remaining Ventas position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 35 Ventas shares in Q4 2017, an estimated $2K.
  • Advantage Investment Management first reported a position in Ventas in Q4 2014 and held it in 2 quarters.
  • Advantage Investment Management's Ventas position peaked at $6K in Q4 2014.
  • 720 funds tracked by Wall St. Rank held Ventas as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.