LBA Wealth Management’s Ventas VTR Stock Holding History

LBA 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
2017 Q1	$17K	Sell	258 -14	-5%	-$872	0.01%	286
2016 Q4	$17K	Buy	+272	New	+$17.2K	0.01%	277

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LBA Wealth Management's VTR Position: Q1 2017 in Review

LBA Wealth Management reduced its Ventas (VTR) stake by 5.1% in Q1 2017, selling an estimated $872 and leaving 258 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #286.

LBA Wealth Management first reported a position in VTR in Q4 2016 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold VTR as of Q1 2017.

LBA Wealth Management held 258 shares of Ventas worth $17K as of Q1 2017.
LBA Wealth Management sold 14 Ventas shares in Q1 2017, an estimated $872.
Ventas made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #286 holding.
LBA Wealth Management first reported a position in Ventas in Q4 2016 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held Ventas as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.