Kiley Juergens Wealth Management’s Ventas VTR Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-385	Closed	-$20K	–	645
2018 Q3	$20K	Hold	385	–	–	0.01%	361
2018 Q2	$21K	Buy	+385	New	+$20.1K	0.02%	322
2018 Q1	–	Sell	-385	Closed	-$23K	–	599
2017 Q4	$23K	Buy	+385	New	+$24.3K	0.02%	327

Other funds holding VTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kiley Juergens Wealth Management's VTR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Ventas (VTR) in Q4 2018, closing a stake of 385 shares — an estimated $20K sold.

Kiley Juergens Wealth Management first reported a position in VTR in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 737 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Ventas position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 385 Ventas shares in Q4 2018, an estimated $20K.
Kiley Juergens Wealth Management first reported a position in Ventas in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Ventas position peaked at $23K in Q4 2017.
737 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.