Bruderman Asset Management’s Ventas VTR Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-393	Closed	-$25K	–	556
2019 Q1	$25K	Hold	393	–	–	0.01%	346
2018 Q4	$23K	Buy	+393	New	+$23.2K	0.01%	335
2017 Q1	–	Sell	-17	Closed	-$1K	–	313
2016 Q4	$1K	Buy	+17	New	+$1.08K	﹤0.01%	361
2015 Q3	–	Sell	-131	Closed	-$9K	–	453
2015 Q2	$9K	Buy	+131	New	+$10.2K	﹤0.01%	360

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bruderman Asset Management's VTR Position: Q2 2019 in Review

Bruderman Asset Management sold out of Ventas (VTR) in Q2 2019, closing a stake of 393 shares — an estimated $25K sold.

Bruderman Asset Management first reported a position in VTR in Q2 2015 and held it in 4 quarters. The position peaked at $25K in Q1 2019. 755 funds tracked by Wall St. Rank hold VTR as of Q2 2019.

Bruderman Asset Management reported no remaining Ventas position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 393 Ventas shares in Q2 2019, an estimated $25K.
Bruderman Asset Management first reported a position in Ventas in Q2 2015 and held it in 4 quarters.
Bruderman Asset Management's Ventas position peaked at $25K in Q1 2019.
755 funds tracked by Wall St. Rank held Ventas as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.