Gupta Wealth Management’s Ventas VTR Stock Holding History

Gupta Wealth 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
2016 Q1	$11K	Hold	167	–	–	﹤0.01%	848
2015 Q4	$9K	Sell	167 -120	-42%	-$6.53K	﹤0.01%	919
2015 Q3	$16K	Buy	287 +48	+20%	+$3.15K	﹤0.01%	765
2015 Q2	$17K	Sell	239 -24	-9%	-$1.88K	﹤0.01%	772
2015 Q1	$22K	Buy	+263	New	+$22.6K	0.01%	576

Other funds holding VTR

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAMU

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's VTR Position: Q1 2016 in Review

Gupta Wealth Management held its Ventas (VTR) position steady in Q1 2016 at 167 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Gupta Wealth Management first reported a position in VTR in Q1 2015 and has held it in 5 quarters since. The position peaked at $22K in Q1 2015. 602 funds tracked by Wall St. Rank hold VTR as of Q1 2016.

Gupta Wealth Management held 167 shares of Ventas worth $11K as of Q1 2016.
Gupta Wealth Management left its Ventas share count unchanged in Q1 2016.
Ventas made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #848 holding.
Gupta Wealth Management first reported a position in Ventas in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Ventas position peaked at $22K in Q1 2015.
602 funds tracked by Wall St. Rank held Ventas as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.