MBM Wealth Consultants’s LTC Properties LTC Stock Holding History

MBM Wealth 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
2019 Q1	–	Sell	-538	Closed	-$22K	–	231
2018 Q4	$22K	Buy	+538	New	+$23.6K	0.02%	152

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

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

MBM Wealth Consultants's LTC Position: Q1 2019 in Review

MBM Wealth Consultants sold out of LTC Properties (LTC) in Q1 2019, closing a stake of 538 shares — an estimated $22K sold.

MBM Wealth Consultants first reported a position in LTC in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 248 funds tracked by Wall St. Rank hold LTC as of Q1 2019.

MBM Wealth Consultants reported no remaining LTC Properties position as of Q1 2019 after selling out during the quarter.
MBM Wealth Consultants sold 538 LTC Properties shares in Q1 2019, an estimated $22K.
MBM Wealth Consultants first reported a position in LTC Properties in Q4 2018 and held it in 1 quarter.
MBM Wealth Consultants's LTC Properties position peaked at $22K in Q4 2018.
248 funds tracked by Wall St. Rank held LTC Properties as of Q1 2019.

Based on MBM Wealth Consultants's 13F filing for Q1 2019, filed 25 Apr 2019.