As At&T (T) Share Price Declined, Shareholder Arete Wealth Advisors Lifted Its Position; Ventas (VTR) Shareholder Dynamic Advisors Solutions Has Lowered Its Position

April 26, 2018 - By Ellis Scott

AT&T Inc. (NYSE:T) Logo

Dynamic Advisors Solutions Llc decreased its stake in Ventas Inc (VTR) by 50.98% based on its latest 2017Q4 regulatory filing with the SEC. Dynamic Advisors Solutions Llc sold 30,565 shares as the company’s stock declined 18.51% with the market. The institutional investor held 29,392 shares of the consumer services company at the end of 2017Q4, valued at $1.76M, down from 59,957 at the end of the previous reported quarter. Dynamic Advisors Solutions Llc who had been investing in Ventas Inc for a number of months, seems to be less bullish one the $16.90B market cap company. The stock decreased 0.55% or $0.26 during the last trading session, reaching $47.1. About 170,347 shares traded. Ventas, Inc. (NYSE:VTR) has declined 23.52% since April 26, 2017 and is downtrending. It has underperformed by 35.07% the S&P500.

Arete Wealth Advisors Llc increased its stake in At&T Inc (T) by 108.06% based on its latest 2017Q4 regulatory filing with the SEC. Arete Wealth Advisors Llc bought 17,534 shares as the company’s stock declined 10.37% with the market. The institutional investor held 33,760 shares of the telecommunications equipment company at the end of 2017Q4, valued at $1.31M, up from 16,226 at the end of the previous reported quarter. Arete Wealth Advisors Llc who had been investing in At&T Inc for a number of months, seems to be bullish on the $217.49B market cap company. The stock decreased 4.87% or $1.715 during the last trading session, reaching $33.485. About 19.85M shares traded. AT&T Inc. (NYSE:T) has declined 15.88% since April 26, 2017 and is downtrending. It has underperformed by 27.43% the S&P500.

Among 21 analysts covering Ventas Inc. (NYSE:VTR), 2 have Buy rating, 4 Sell and 15 Hold. Therefore 10% are positive. Ventas Inc. had 64 analyst reports since July 27, 2015 according to SRatingsIntel. UBS maintained it with “Neutral” rating and $66 target in Monday, October 2 report. On Monday, October 30 the stock rating was upgraded by Capital One to “Overweight”. The company was maintained on Tuesday, January 9 by BMO Capital Markets. The firm has “Hold” rating given on Wednesday, July 13 by Argus Research. The firm earned “Neutral” rating on Tuesday, August 23 by UBS. The firm earned “Hold” rating on Tuesday, January 3 by Jefferies. Jefferies maintained Ventas, Inc. (NYSE:VTR) on Monday, July 24 with “Hold” rating. KeyBanc Capital Markets maintained Ventas, Inc. (NYSE:VTR) on Thursday, September 14 with “Sell” rating. The stock of Ventas, Inc. (NYSE:VTR) has “Neutral” rating given on Monday, November 21 by Mizuho. The rating was maintained by Mizuho on Friday, October 27 with “Hold”.

Dynamic Advisors Solutions Llc, which manages about $305.19 million US Long portfolio, upped its stake in Ishares Tr (FLOT) by 33,492 shares to 49,314 shares, valued at $2.51 million in 2017Q4, according to the filing. It also increased its holding in Spdr S&P 500 Etf Tr (SPY) by 2,241 shares in the quarter, for a total of 6,904 shares, and has risen its stake in Intuitive Surgical Inc (NASDAQ:ISRG).

Analysts await Ventas, Inc. (NYSE:VTR) to report earnings on April, 27 before the open. They expect $1.01 EPS, down 2.88% or $0.03 from last year’s $1.04 per share. VTR’s profit will be $362.33M for 11.66 P/E if the $1.01 EPS becomes a reality. After $1.03 actual EPS reported by Ventas, Inc. for the previous quarter, Wall Street now forecasts -1.94% negative EPS growth.

Investors sentiment increased to 1.2 in Q4 2017. Its up 0.09, from 1.11 in 2017Q3. It increased, as 32 investors sold VTR shares while 195 reduced holdings. 74 funds opened positions while 198 raised stakes. 306.00 million shares or 2.88% less from 315.08 million shares in 2017Q3 were reported. Eaton Vance Management owns 0.02% invested in Ventas, Inc. (NYSE:VTR) for 123,610 shares. Hudock Group Lc has 336 shares for 0.01% of their portfolio. Eqis Mgmt holds 0.02% or 6,028 shares in its portfolio. Sumitomo Mitsui Holdings owns 1.32M shares. Adage Ptnrs Grp Limited Liability stated it has 0.07% in Ventas, Inc. (NYSE:VTR). Community Fin Grp Ltd Liability holds 110,278 shares. Virtus Advisers has invested 0.05% in Ventas, Inc. (NYSE:VTR). Private Wealth Limited Com, California-based fund reported 4,500 shares. Stratos Wealth Ptnrs Limited reported 0.05% in Ventas, Inc. (NYSE:VTR). California-based West Oak Capital Limited Liability Corporation has invested 0.15% in Ventas, Inc. (NYSE:VTR). Edge Wealth Mgmt Ltd holds 200 shares or 0% of its portfolio. Groesbeck Management Nj holds 1.98% of its portfolio in Ventas, Inc. (NYSE:VTR) for 47,020 shares. State Of Wisconsin Board holds 484,935 shares. Amica Pension Fund Board Of Trustees has 0.09% invested in Ventas, Inc. (NYSE:VTR). The Illinois-based Rothschild Invest Corporation Il has invested 0.06% in Ventas, Inc. (NYSE:VTR).

Arete Wealth Advisors Llc, which manages about $501.94M and $307.10M US Long portfolio, decreased its stake in Caterpillar Inc Del (NYSE:CAT) by 16,203 shares to 1,754 shares, valued at $276,000 in 2017Q4, according to the filing. It also reduced its holding in Alphabet Inc by 1,758 shares in the quarter, leaving it with 541 shares, and cut its stake in Ishares Tr (SCZ).

Among 31 analysts covering AT&T Inc. (NYSE:T), 12 have Buy rating, 1 Sell and 18 Hold. Therefore 39% are positive. AT&T Inc. had 79 analyst reports since July 27, 2015 according to SRatingsIntel. RBC Capital Markets maintained AT&T Inc. (NYSE:T) on Thursday, January 26 with “Sector Perform” rating. The rating was maintained by Barclays Capital on Friday, April 13 with “Equal-Weight”. The firm earned “Buy” rating on Thursday, April 7 by Jefferies. The company was maintained on Tuesday, November 21 by Nomura. The rating was downgraded by Barclays Capital on Wednesday, October 26 to “Equal-Weight”. On Thursday, July 13 the stock rating was downgraded by Bank of America to “Neutral”. Citigroup upgraded it to “Buy” rating and $37 target in Wednesday, September 2 report. Scotia Capital maintained AT&T Inc. (NYSE:T) rating on Friday, April 20. Scotia Capital has “Hold” rating and $3900 target. The firm has “Hold” rating given on Monday, September 18 by Cowen & Co. Wells Fargo maintained AT&T Inc. (NYSE:T) on Friday, February 23 with “Buy” rating.

Ventas, Inc. (NYSE:VTR) Institutional Positions Chart

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