Winch Advisory Services’s Ventas VTR Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-148	Closed	-$8K	–	367
2018 Q3	$8K	Hold	148	–	–	﹤0.01%	198
2018 Q2	$8K	Hold	148	–	–	﹤0.01%	210
2018 Q1	$7K	Buy	148 +2	+1%	+$105	﹤0.01%	209
2017 Q4	$9K	Buy	146 +2	+1%	+$126	0.01%	186
2017 Q3	$9K	Hold	144	–	–	0.01%	176
2017 Q2	$10K	Buy	+144	New	+$9.58K	0.01%	191

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Winch Advisory Services's VTR Position: Q4 2018 in Review

Winch Advisory Services sold out of Ventas (VTR) in Q4 2018, closing a stake of 148 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in VTR in Q2 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2017. 738 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Winch Advisory Services reported no remaining Ventas position as of Q4 2018 after selling out during the quarter.
Winch Advisory Services sold 148 Ventas shares in Q4 2018, an estimated $8K.
Winch Advisory Services first reported a position in Ventas in Q2 2017 and held it in 6 quarters.
Winch Advisory Services's Ventas position peaked at $10K in Q2 2017.
738 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Winch Advisory Services's 13F filing for Q4 2018, filed 5 Feb 2019.