Avantax Planning Partners’s Ventas VTR Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-947	Closed	-$51K	–	1174
2018 Q3	$51K	Buy	+947	New	+$54.8K	﹤0.01%	485
2018 Q2	–	Sell	-1,818	Closed	-$90K	–	1456
2018 Q1	$90K	Buy	+1,818	New	+$95.3K	0.01%	425
2017 Q3	–	Sell	-2,915	Closed	-$203K	–	373
2017 Q2	$203K	Buy	+2,915	New	+$194K	0.02%	325

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Avantax Planning Partners's VTR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ventas (VTR) in Q4 2018, closing a stake of 947 shares — an estimated $51K sold.

Avantax Planning Partners first reported a position in VTR in Q2 2017 and held it in 3 quarters. The position peaked at $203K in Q2 2017. 737 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Avantax Planning Partners reported no remaining Ventas position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 947 Ventas shares in Q4 2018, an estimated $51K.
Avantax Planning Partners first reported a position in Ventas in Q2 2017 and held it in 3 quarters.
Avantax Planning Partners's Ventas position peaked at $203K in Q2 2017.
737 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.