OPWM
LTC

Oak Point Wealth Management’s LTC Properties LTC Stock Holding History

Oak Point 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
Q1 		$4K Buy
+110
New +$4.33K ﹤0.01% 181

Other funds holding LTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oak Point Wealth Management's LTC Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in LTC Properties (LTC) in Q1 2018: 110 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings.

218 funds tracked by Wall St. Rank hold LTC as of Q1 2018.

  • Oak Point Wealth Management held 110 shares of LTC Properties worth $4K as of Q1 2018.
  • LTC Properties was a new Oak Point Wealth Management position in Q1 2018.
  • LTC Properties made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #181 holding.
  • 218 funds tracked by Wall St. Rank held LTC Properties as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.