KPCM
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Kings Point Capital Management’s Ventas VTR Stock Holding History

Kings Point Capital 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
Q1 		– Sell
-288
Closed -$17K – 386
2017
Q4 		$17K Buy
+288
New +$18.2K ﹤0.01% 331

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kings Point Capital Management's VTR Position: Q1 2018 in Review

Kings Point Capital Management sold out of Ventas (VTR) in Q1 2018, closing a stake of 288 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in VTR in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 702 funds tracked by Wall St. Rank hold VTR as of Q1 2018.

  • Kings Point Capital Management reported no remaining Ventas position as of Q1 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 288 Ventas shares in Q1 2018, an estimated $17K.
  • Kings Point Capital Management first reported a position in Ventas in Q4 2017 and held it in 1 quarter.
  • Kings Point Capital Management's Ventas position peaked at $17K in Q4 2017.
  • 702 funds tracked by Wall St. Rank held Ventas as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.