Evoke Wealth’s LTC Properties LTC Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-1,050	Closed	-$47K	–	1263
2019 Q4	$47K	Hold	1,050	–	–	0.01%	427
2019 Q3	$53.8K	Buy	+1,050	New	+$50.6K	0.01%	451

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Evoke Wealth's LTC Position: Q1 2020 in Review

Evoke Wealth sold out of LTC Properties (LTC) in Q1 2020, closing a stake of 1,050 shares — an estimated $47K sold.

Evoke Wealth first reported a position in LTC in Q3 2019 and held it in 2 quarters. The position peaked at $53.8K in Q3 2019. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2020.

Evoke Wealth reported no remaining LTC Properties position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 1,050 LTC Properties shares in Q1 2020, an estimated $47K.
Evoke Wealth first reported a position in LTC Properties in Q3 2019 and held it in 2 quarters.
Evoke Wealth's LTC Properties position peaked at $53.8K in Q3 2019.
231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.