Kiley Juergens Wealth Management’s LTC Properties LTC Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-81	Closed	-$3K	–	388
2018 Q3	$3K	Buy	81 +31	+62%	+$1.36K	﹤0.01%	554
2018 Q2	$2K	Buy	+50	New	+$1.96K	﹤0.01%	528
2018 Q1	–	Sell	-1,022	Closed	-$44K	–	384
2017 Q4	$44K	Buy	+1,022	New	+$47.3K	0.04%	216

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiley Juergens Wealth Management's LTC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of LTC Properties (LTC) in Q4 2018, closing a stake of 81 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in LTC in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2017. 251 funds tracked by Wall St. Rank hold LTC as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining LTC Properties position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 81 LTC Properties shares in Q4 2018, an estimated $3K.
Kiley Juergens Wealth Management first reported a position in LTC Properties in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's LTC Properties position peaked at $44K in Q4 2017.
251 funds tracked by Wall St. Rank held LTC Properties as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.