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

Mariner Wealth Advisors (Cincinnati)’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
2016
Q4 		– Sell
-4,979
Closed -$352K – 259
2016
Q3 		$352K Sell
4,979
-273
-5% -$19.8K 0.03% 197
2016
Q2 		$382K Buy
5,252
+1,175
+29% +$77.4K 0.03% 182
2016
Q1 		$257K Buy
+4,077
New +$229K 0.03% 209

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s VTR Position: Q4 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Ventas (VTR) in Q4 2016, closing a stake of 4,979 shares — an estimated $352K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in VTR in Q1 2016 and held it in 3 quarters. The position peaked at $382K in Q2 2016. 646 funds tracked by Wall St. Rank hold VTR as of Q4 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Ventas position as of Q4 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 4,979 Ventas shares in Q4 2016, an estimated $352K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Ventas in Q1 2016 and held it in 3 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Ventas position peaked at $382K in Q2 2016.
  • 646 funds tracked by Wall St. Rank held Ventas as of Q4 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2016, filed 13 Feb 2017.