MCWS
LTC

McKinley Carter Wealth Services’s LTC Properties LTC Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-1,762
Closed -$67K – 285
2018
Q1 		$67K Buy
+1,762
New +$69.3K 0.02% 239

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's LTC Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of LTC Properties (LTC) in Q2 2018, closing a stake of 1,762 shares — an estimated $67K sold.

McKinley Carter Wealth Services first reported a position in LTC in Q1 2018 and held it in 1 quarter. The position peaked at $67K in Q1 2018. 215 funds tracked by Wall St. Rank hold LTC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining LTC Properties position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,762 LTC Properties shares in Q2 2018, an estimated $67K.
  • McKinley Carter Wealth Services first reported a position in LTC Properties in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's LTC Properties position peaked at $67K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held LTC Properties as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.