Ropes Wealth Advisors’s LTC Properties LTC Stock Holding History

Ropes Wealth Advisors’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 Q3	–	Sell	-76	Closed	-$3K	–	644
2020 Q2	$3K	Buy	+76	New	+$2.71K	﹤0.01%	513

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Ropes Wealth Advisors's LTC Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of LTC Properties (LTC) in Q3 2020, closing a stake of 76 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in LTC in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 215 funds tracked by Wall St. Rank hold LTC as of Q3 2020.

Ropes Wealth Advisors reported no remaining LTC Properties position as of Q3 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 76 LTC Properties shares in Q3 2020, an estimated $3K.
Ropes Wealth Advisors first reported a position in LTC Properties in Q2 2020 and held it in 1 quarter.
Ropes Wealth Advisors's LTC Properties position peaked at $3K in Q2 2020.
215 funds tracked by Wall St. Rank held LTC Properties as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.