PWMG
LTC

Prestige Wealth Management Group’s LTC Properties LTC Stock Holding History

Prestige Wealth Management Group’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
-28
Closed -$1K – 861
2018
Q4 		$1K Buy
+28
New +$1.23K ﹤0.01% 1061

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prestige Wealth Management Group's LTC Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of LTC Properties (LTC) in Q1 2019, closing a stake of 28 shares — an estimated $1K sold.

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

  • Prestige Wealth Management Group reported no remaining LTC Properties position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 28 LTC Properties shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in LTC Properties in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's LTC Properties position peaked at $1K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held LTC Properties as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.