APP
LTC

Avantax Planning Partners’s LTC Properties LTC Stock Holding History

Avantax Planning Partners’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-304
Closed -$12K – 931
2018
Q1 		$12K Buy
+304
New +$12K ﹤0.01% 970

Other funds holding LTC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's LTC Position: Q2 2018 in Review

Avantax Planning Partners sold out of LTC Properties (LTC) in Q2 2018, closing a stake of 304 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in LTC in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 215 funds tracked by Wall St. Rank hold LTC as of Q2 2018.

  • Avantax Planning Partners reported no remaining LTC Properties position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 304 LTC Properties shares in Q2 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in LTC Properties in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's LTC Properties position peaked at $12K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held LTC Properties as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.