FIM
LTC

Friedberg Investment Management’s LTC Properties LTC Stock Holding History

Friedberg 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
2017
Q3 		$319K Sell
6,800
-31,759
-82% -$1.56M 0.52% 54
2017
Q2 		$1.98M Buy
38,559
+649
+2% +$31.7K 0.85% 42
2017
Q1 		$1.81M Buy
37,910
+5,380
+17% +$252K 0.77% 50
2016
Q4 		$1.53M Buy
32,530
+2,850
+10% +$135K 0.7% 48
2016
Q3 		$1.54M Buy
29,680
+3,400
+13% +$178K 0.67% 54
2016
Q2 		$1.36M Buy
26,280
+2,900
+12% +$138K 0.64% 49
2016
Q1 		$1.06M Hold
23,380
– – 0.53% 59
2015
Q4 		$1.01M Buy
23,380
+400
+2% +$17.1K 0.49% 64
2015
Q3 		$980K Buy
22,980
+1,300
+6% +$55.1K 0.47% 59
2015
Q2 		$901K Sell
21,680
-400
-2% -$17.2K 0.34% 81
2015
Q1 		$1.01M Buy
22,080
+3,850
+21% +$174K 0.37% 71
2014
Q4 		$786K Buy
18,230
+1,000
+6% +$40.9K 0.31% 79
2014
Q3 		$635K Buy
+17,230
New +$678K 0.24% 87

Other funds holding LTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Friedberg Investment Management's LTC Position: Q3 2017 in Review

Friedberg Investment Management reduced its LTC Properties (LTC) stake by 82% in Q3 2017, selling an estimated $1.56M and leaving 6,800 shares worth $319K. The position accounts for 0.52% of the portfolio, ranked #54.

Friedberg Investment Management first reported a position in LTC in Q3 2014 and has held it in 13 quarters since. The position peaked at $1.98M in Q2 2017. 216 funds tracked by Wall St. Rank hold LTC as of Q3 2017.

  • Friedberg Investment Management held 6,800 shares of LTC Properties worth $319K as of Q3 2017.
  • Friedberg Investment Management sold 31,759 LTC Properties shares in Q3 2017, an estimated $1.56M.
  • LTC Properties made up 0.52% of Friedberg Investment Management's portfolio in Q3 2017, its #54 holding.
  • Friedberg Investment Management first reported a position in LTC Properties in Q3 2014 and has held it in 13 quarters since.
  • Friedberg Investment Management's LTC Properties position peaked at $1.98M in Q2 2017.
  • 216 funds tracked by Wall St. Rank held LTC Properties as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.