CWM
LTC

Concert Wealth Management’s LTC Properties LTC Stock Holding History

Concert Wealth Management’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
2014
Q2 		– Sell
-7,200
Closed -$272K – 579
2014
Q1 		$272K Buy
+7,200
New +$267K 0.03% 432
2013
Q3 		– Hold
0
– – – 341
2013
Q2 		– Hold
0
– – – 279

Other funds holding LTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's LTC Position: Q2 2014 in Review

Concert Wealth Management sold out of LTC Properties (LTC) in Q2 2014, closing a stake of 7,200 shares — an estimated $272K sold.

Concert Wealth Management first reported a position in LTC in Q1 2014 and held it in 1 quarter. The position peaked at $272K in Q1 2014. 174 funds tracked by Wall St. Rank hold LTC as of Q2 2014.

  • Concert Wealth Management reported no remaining LTC Properties position as of Q2 2014 after selling out during the quarter.
  • Concert Wealth Management sold 7,200 LTC Properties shares in Q2 2014, an estimated $272K.
  • Concert Wealth Management first reported a position in LTC Properties in Q1 2014 and held it in 1 quarter.
  • Concert Wealth Management's LTC Properties position peaked at $272K in Q1 2014.
  • 174 funds tracked by Wall St. Rank held LTC Properties as of Q2 2014.

Based on Concert Wealth Management's 13F filing for Q2 2014, filed 31 Jul 2014.