MWAC
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Mariner Wealth Advisors (Cincinnati)’s Ventas VTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-4,979
Closed -$352K 259
2016
Q3
$352K Sell
4,979
-273
-5% -$19.3K 0.03% 197
2016
Q2
$382K Buy
5,252
+1,175
+29% +$85.5K 0.03% 182
2016
Q1
$257K Buy
+4,077
New +$257K 0.03% 209