FAIM
LTC

Financial Advocates Investment Management’s LTC Properties LTC Stock Holding History

Financial Advocates Investment 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
2020
Q3 		– Sell
-5,935
Closed -$224K – 669
2020
Q2 		$224K Buy
+5,935
New +$211K 0.02% 532

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Financial Advocates Investment Management's LTC Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of LTC Properties (LTC) in Q3 2020, closing a stake of 5,935 shares — an estimated $224K sold.

Financial Advocates Investment Management first reported a position in LTC in Q2 2020 and held it in 1 quarter. The position peaked at $224K in Q2 2020. 215 funds tracked by Wall St. Rank hold LTC as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining LTC Properties position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,935 LTC Properties shares in Q3 2020, an estimated $224K.
  • Financial Advocates Investment Management first reported a position in LTC Properties in Q2 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's LTC Properties position peaked at $224K in Q2 2020.
  • 215 funds tracked by Wall St. Rank held LTC Properties as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.