WSA
VTR icon

Wall Street Associates’s Ventas VTR Stock Holding History

Wall Street Associates’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
-4,809
Closed -$340K – 212
2016
Q3 		$340K Hold
4,809
– – 0.12% 179
2016
Q2 		$350K Buy
+4,809
New +$317K 0.14% 160

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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Cohen & Steers
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BIT
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AAMU
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BFA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return