Certified Advisory Corp’s LTC Properties LTC Stock Holding History

Certified Advisory Corp’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
2020 Q2	–	Sell	-415	Closed	-$13K	–	789
2020 Q1	$13K	Hold	415	–	–	0.01%	491
2019 Q4	$19K	Hold	415	–	–	0.01%	490
2019 Q3	$21K	Hold	415	–	–	0.01%	478
2019 Q2	$19K	Hold	415	–	–	0.01%	498
2019 Q1	$19K	Hold	415	–	–	0.01%	463
2018 Q4	$17K	Hold	415	–	–	0.01%	461
2018 Q3	$18K	Buy	+415	New	+$18.2K	0.01%	467

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Certified Advisory Corp's LTC Position: Q2 2020 in Review

Certified Advisory Corp sold out of LTC Properties (LTC) in Q2 2020, closing a stake of 415 shares — an estimated $13K sold.

Certified Advisory Corp first reported a position in LTC in Q3 2018 and held it in 7 quarters. The position peaked at $21K in Q3 2019. 234 funds tracked by Wall St. Rank hold LTC as of Q2 2020.

Certified Advisory Corp reported no remaining LTC Properties position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 415 LTC Properties shares in Q2 2020, an estimated $13K.
Certified Advisory Corp first reported a position in LTC Properties in Q3 2018 and held it in 7 quarters.
Certified Advisory Corp's LTC Properties position peaked at $21K in Q3 2019.
234 funds tracked by Wall St. Rank held LTC Properties as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.