GWM
LTC

Gupta Wealth Management’s LTC Properties LTC Stock Holding History

Gupta 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
2016
Q1 		$2.78M Buy
61,492
+7,950
+15% +$351K 0.65% 33
2015
Q4 		$2.31M Buy
53,542
+3,936
+8% +$168K 0.59% 39
2015
Q3 		$2.12M Sell
49,606
-424
-0.8% -$18K 0.52% 48
2015
Q2 		$2.08M Buy
+50,030
New +$2.15M 0.51% 51

Other funds holding LTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's LTC Position: Q1 2016 in Review

Gupta Wealth Management increased its LTC Properties (LTC) stake by 15% in Q1 2016, buying an estimated $351K and bringing the position to 61,492 shares worth $2.78M. The position accounts for 0.65% of the portfolio, ranked #33.

Gupta Wealth Management first reported a position in LTC in Q2 2015 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold LTC as of Q1 2016.

  • Gupta Wealth Management held 61,492 shares of LTC Properties worth $2.78M as of Q1 2016.
  • Gupta Wealth Management bought 7,950 LTC Properties shares in Q1 2016, an estimated $351K.
  • LTC Properties made up 0.65% of Gupta Wealth Management's portfolio in Q1 2016, its #33 holding.
  • Gupta Wealth Management first reported a position in LTC Properties in Q2 2015 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held LTC Properties as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.