D. Scott Neal’s Ventas VTR Stock Holding History

D. Scott Neal’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	–	Sell	-15	Closed	-$1K	–	191
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	171
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	178
2016 Q1	$1K	Buy	+15	New	+$844	﹤0.01%	167

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

D. Scott Neal's VTR Position: Q4 2016 in Review

D. Scott Neal sold out of Ventas (VTR) in Q4 2016, closing a stake of 15 shares — an estimated $1K sold.

D. Scott Neal first reported a position in VTR in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q3 2016. 646 funds tracked by Wall St. Rank hold VTR as of Q4 2016.

D. Scott Neal reported no remaining Ventas position as of Q4 2016 after selling out during the quarter.
D. Scott Neal sold 15 Ventas shares in Q4 2016, an estimated $1K.
D. Scott Neal first reported a position in Ventas in Q1 2016 and held it in 3 quarters.
D. Scott Neal's Ventas position peaked at $1K in Q3 2016.
646 funds tracked by Wall St. Rank held Ventas as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.