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Winslow Evans & Crocker’s Ventas VTR Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-230
Closed -$16K – 1345
2019
Q1 		$16K Buy
+230
New +$14.4K ﹤0.01% 725
2018
Q1 		– Sell
-160
Closed -$9.6K – 1160
2017
Q4 		$9.6K Sell
160
-166
-51% -$10.5K ﹤0.01% 818
2017
Q3 		$21.2K Buy
326
+1
+0.3% +$67 0.01% 641
2017
Q2 		$22.6K Sell
325
-1
-0.3% -$67 0.01% 721
2017
Q1 		$21.1K Buy
+326
New +$20.3K 0.01% 719

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's VTR Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Ventas (VTR) in Q2 2019, closing a stake of 230 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in VTR in Q1 2017 and held it in 5 quarters. The position peaked at $22.6K in Q2 2017. 755 funds tracked by Wall St. Rank hold VTR as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Ventas position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 230 Ventas shares in Q2 2019, an estimated $16K.
  • Winslow Evans & Crocker first reported a position in Ventas in Q1 2017 and held it in 5 quarters.
  • Winslow Evans & Crocker's Ventas position peaked at $22.6K in Q2 2017.
  • 755 funds tracked by Wall St. Rank held Ventas as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.