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Jackson Grant Investment Advisers’s Ventas VTR Stock Holding History

Jackson Grant Investment Advisers’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
2017
Q4 		– Sell
-250
Closed -$16K – 221
2017
Q3 		$16K Hold
250
– – 0.01% 188
2017
Q2 		$17K Buy
250
+3
+1% +$200 0.01% 165
2017
Q1 		$16K Hold
247
– – 0.01% 157
2016
Q4 		$15K Hold
247
– – 0.01% 159
2016
Q3 		$17K Buy
+247
New +$17.9K 0.01% 152

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Grant Investment Advisers's VTR Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of Ventas (VTR) in Q4 2017, closing a stake of 250 shares — an estimated $16K sold.

Jackson Grant Investment Advisers first reported a position in VTR in Q3 2016 and held it in 5 quarters. The position peaked at $17K in Q2 2017. 720 funds tracked by Wall St. Rank hold VTR as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining Ventas position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 250 Ventas shares in Q4 2017, an estimated $16K.
  • Jackson Grant Investment Advisers first reported a position in Ventas in Q3 2016 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Ventas position peaked at $17K in Q2 2017.
  • 720 funds tracked by Wall St. Rank held Ventas as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.