IPC
LTC

Independent Portfolio Consultants’s LTC Properties LTC Stock Holding History

Independent Portfolio Consultants’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
Q2 		$864K Sell
16,807
-1,973
-11% -$96.4K 0.36% 71
2017
Q1 		$900K Buy
18,780
+1,060
+6% +$49.6K 0.31% 98
2016
Q4 		$832K Buy
17,720
+150
+0.9% +$7.09K 0.27% 120
2016
Q3 		$913K Buy
17,570
+4,710
+37% +$246K 0.29% 107
2016
Q2 		$665K Buy
12,860
+4,650
+57% +$221K 0.21% 163
2016
Q1 		$371K Sell
8,210
-5,050
-38% -$223K 0.1% 256
2015
Q4 		$572K Sell
13,260
-7,185
-35% -$306K 0.17% 173
2015
Q3 		$872K Buy
20,445
+1,370
+7% +$58.1K 0.19% 157
2015
Q2 		$794K Buy
19,075
+1,030
+6% +$44.3K 0.16% 188
2015
Q1 		$830K Sell
18,045
-1,005
-5% -$45.5K 0.17% 170
2014
Q4 		$822K Buy
19,050
+10,495
+123% +$429K 0.17% 182
2014
Q3 		$316K Buy
8,555
+270
+3% +$10.6K 0.09% 387
2014
Q2 		$323K Buy
8,285
+2,150
+35% +$83.8K 0.09% 361
2014
Q1 		$230K Buy
+6,135
New +$228K 0.07% 414
2013
Q4 		– Sell
-5,970
Closed -$227K – 458
2013
Q3 		$227K Sell
5,970
-15
-0.3% -$569 0.09% 406
2013
Q2 		$234K Buy
+5,985
New +$260K 0.11% 384

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's LTC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its LTC Properties (LTC) stake by 11% in Q2 2017, selling an estimated $96.4K and leaving 16,807 shares worth $864K. The position accounts for 0.36% of the portfolio, ranked #71.

Independent Portfolio Consultants first reported a position in LTC in Q2 2013 and has held it in 16 quarters since. The position peaked at $913K in Q3 2016. 223 funds tracked by Wall St. Rank hold LTC as of Q2 2017.

  • Independent Portfolio Consultants held 16,807 shares of LTC Properties worth $864K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,973 LTC Properties shares in Q2 2017, an estimated $96.4K.
  • LTC Properties made up 0.36% of Independent Portfolio Consultants's portfolio in Q2 2017, its #71 holding.
  • Independent Portfolio Consultants first reported a position in LTC Properties in Q2 2013 and has held it in 16 quarters since.
  • Independent Portfolio Consultants's LTC Properties position peaked at $913K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held LTC Properties as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.