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Guidant Wealth Advisors’s Ventas VTR Stock Holding History

Guidant Wealth 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 		– Sell
-10
Closed – – 293
2018
Q3 		$0 Hold
10
– – ﹤0.01% 269
2018
Q2 		$0 Hold
10
– – ﹤0.01% 295
2018
Q1 		$0 Buy
+10
New +$524 ﹤0.01% 266
2017
Q4 		– Sell
-277
Closed -$17K – 208
2017
Q3 		$17K Hold
277
– – 0.01% 135
2017
Q2 		$18K Buy
+277
New +$18.4K 0.01% 164

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Guidant Wealth Advisors's VTR Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Ventas (VTR) in Q4 2018, closing a stake of 10 shares.

Guidant Wealth Advisors first reported a position in VTR in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2017. 737 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Ventas position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 10 Ventas shares in Q4 2018.
  • Guidant Wealth Advisors first reported a position in Ventas in Q2 2017 and held it in 5 quarters.
  • Guidant Wealth Advisors's Ventas position peaked at $18K in Q2 2017.
  • 737 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.