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WealthPLAN Partners’s Ventas VTR Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-597
Closed -$38.6K – 421
2017
Q1 		$38.6K Buy
+597
New +$37.2K 0.13% 134
2016
Q3 		$81.2K Sell
1,192
-1,276
-52% -$92.6K 0.03% 256
2016
Q2 		$90K Buy
+2,468
New +$163K 0.01% 650
2015
Q4 		$47.2K Buy
+2,502
New +$136K 0.01% 645
2015
Q2 		$62K Hold
872
– – 0.03% 159
2015
Q1 		$74K Buy
+872
New +$75.1K 0.03% 202

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WealthPLAN Partners's VTR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Ventas (VTR) in Q2 2017, closing a stake of 597 shares — an estimated $38.6K sold.

WealthPLAN Partners first reported a position in VTR in Q1 2015 and held it in 6 quarters. The position peaked at $90K in Q2 2016. 642 funds tracked by Wall St. Rank hold VTR as of Q2 2017.

  • WealthPLAN Partners reported no remaining Ventas position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 597 Ventas shares in Q2 2017, an estimated $38.6K.
  • WealthPLAN Partners first reported a position in Ventas in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Ventas position peaked at $90K in Q2 2016.
  • 642 funds tracked by Wall St. Rank held Ventas as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.