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

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$25K Buy
+299
New +$25.7K 0.01% 253

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s VTR Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Ventas (VTR) in Q1 2015: 299 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

561 funds tracked by Wall St. Rank hold VTR as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 299 shares of Ventas worth $25K as of Q1 2015.
  • Ventas was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Ventas made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #253 holding.
  • 561 funds tracked by Wall St. Rank held Ventas as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.