Clarfeld Financial Advisors’s Ventas VTR Stock Holding History

Clarfeld Financial Advisors’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	$7K	Buy	+121	New	+$7.13K	0.01%	287

Other funds holding VTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Clarfeld Financial Advisors's VTR Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Ventas (VTR) in Q4 2018: 121 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

738 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Clarfeld Financial Advisors held 121 shares of Ventas worth $7K as of Q4 2018.
Ventas was a new Clarfeld Financial Advisors position in Q4 2018.
Ventas made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #287 holding.
738 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.