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Signature Wealth Management Group’s Ventas VTR Stock Holding History

Signature Wealth Management Group’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
Q2 		– Sell
-47
Closed -$2K – 346
2018
Q1 		$2K Hold
47
– – ﹤0.01% 300
2017
Q4 		$3K Buy
+47
New +$2.97K ﹤0.01% 296

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Signature Wealth Management Group's VTR Position: Q2 2018 in Review

Signature Wealth Management Group sold out of Ventas (VTR) in Q2 2018, closing a stake of 47 shares — an estimated $2K sold.

Signature Wealth Management Group first reported a position in VTR in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 702 funds tracked by Wall St. Rank hold VTR as of Q2 2018.

  • Signature Wealth Management Group reported no remaining Ventas position as of Q2 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 47 Ventas shares in Q2 2018, an estimated $2K.
  • Signature Wealth Management Group first reported a position in Ventas in Q4 2017 and held it in 2 quarters.
  • Signature Wealth Management Group's Ventas position peaked at $3K in Q4 2017.
  • 702 funds tracked by Wall St. Rank held Ventas as of Q2 2018.

Based on Signature Wealth Management Group's 13F filing for Q2 2018, filed 17 Jul 2018.