HGWM
LTC

Harvest Group Wealth Management’s LTC Properties LTC Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-122
Closed -$5K – 774
2019
Q4 		$5K Hold
122
– – ﹤0.01% 377
2019
Q3 		$6K Hold
122
– – 0.01% 363
2019
Q2 		$5K Hold
122
– – 0.01% 351
2019
Q1 		$6K Buy
+122
New +$5.48K 0.01% 351

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's LTC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of LTC Properties (LTC) in Q1 2020, closing a stake of 122 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in LTC in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining LTC Properties position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 122 LTC Properties shares in Q1 2020, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in LTC Properties in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's LTC Properties position peaked at $6K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.