Israel Discount Bank of New York’s Ventas VTR Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-85	Closed	-$5K	–	354
2019 Q1	$5K	Buy	85 +25	+42%	+$1.56K	﹤0.01%	404
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	411
2018 Q3	$3K	Sell	60 -680	-92%	-$39.4K	﹤0.01%	419
2018 Q2	$42K	Hold	740	–	–	0.03%	304
2018 Q1	$37K	Hold	740	–	–	0.02%	322
2017 Q4	$44K	Buy	740 +100	+16%	+$6.32K	0.03%	298
2017 Q3	$42K	Hold	640	–	–	0.03%	296
2017 Q2	$44K	Hold	640	–	–	0.04%	280
2017 Q1	$42K	Buy	640 +215	+51%	+$13.4K	0.03%	291
2016 Q4	$27K	Buy	+425	New	+$26.9K	0.02%	377

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Israel Discount Bank of New York's VTR Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Ventas (VTR) in Q2 2019, closing a stake of 85 shares — an estimated $5K sold.

Israel Discount Bank of New York first reported a position in VTR in Q4 2016 and held it in 10 quarters. The position peaked at $44K in Q4 2017. 755 funds tracked by Wall St. Rank hold VTR as of Q2 2019.

Israel Discount Bank of New York reported no remaining Ventas position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 85 Ventas shares in Q2 2019, an estimated $5K.
Israel Discount Bank of New York first reported a position in Ventas in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Ventas position peaked at $44K in Q4 2017.
755 funds tracked by Wall St. Rank held Ventas as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.