Marotta Asset Management’s LTC Properties LTC Stock Holding History

Marotta Asset 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	-5,170	Closed	-$241K	–	87
2019 Q4	$241K	Buy	+5,170	New	+$248K	0.07%	76

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Marotta Asset Management's LTC Position: Q1 2020 in Review

Marotta Asset Management sold out of LTC Properties (LTC) in Q1 2020, closing a stake of 5,170 shares — an estimated $241K sold.

Marotta Asset Management first reported a position in LTC in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2020.

Marotta Asset Management reported no remaining LTC Properties position as of Q1 2020 after selling out during the quarter.
Marotta Asset Management sold 5,170 LTC Properties shares in Q1 2020, an estimated $241K.
Marotta Asset Management first reported a position in LTC Properties in Q4 2019 and held it in 1 quarter.
Marotta Asset Management's LTC Properties position peaked at $241K in Q4 2019.
231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2020.

Based on Marotta Asset Management's 13F filing for Q1 2020, filed 2 Apr 2020.