CFO4Life’s Ventas VTR Stock Holding History

CFO4Life’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
2016 Q4	$244K	Buy	3,896 +836	+27%	+$52.9K	0.2%	86
2016 Q3	$216K	Sell	3,060 -119	-4%	-$8.64K	0.19%	76
2016 Q2	$232K	Sell	3,179 -501	-14%	-$33K	0.2%	82
2016 Q1	$232K	Buy	+3,680	New	+$207K	0.21%	74

Other funds holding VTR

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CFO4Life's VTR Position: Q4 2016 in Review

CFO4Life increased its Ventas (VTR) stake by 27% in Q4 2016, buying an estimated $52.9K and bringing the position to 3,896 shares worth $244K. The position accounts for 0.2% of the portfolio, ranked #86.

CFO4Life first reported a position in VTR in Q1 2016 and has held it in 4 quarters since. 646 funds tracked by Wall St. Rank hold VTR as of Q4 2016.

CFO4Life held 3,896 shares of Ventas worth $244K as of Q4 2016.
CFO4Life bought 836 Ventas shares in Q4 2016, an estimated $52.9K.
Ventas made up 0.2% of CFO4Life's portfolio in Q4 2016, its #86 holding.
CFO4Life first reported a position in Ventas in Q1 2016 and has held it in 4 quarters since.
646 funds tracked by Wall St. Rank held Ventas as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.