SWMG
LTC

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

Signature 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
2018
Q3 		– Sell
-100
Closed -$4K – 339
2018
Q2 		$4K Hold
100
– – ﹤0.01% 268
2018
Q1 		$4K Hold
100
– – ﹤0.01% 265
2017
Q4 		$4K Buy
+100
New +$4.63K ﹤0.01% 273

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Wealth Management Group's LTC Position: Q3 2018 in Review

Signature Wealth Management Group sold out of LTC Properties (LTC) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Signature Wealth Management Group first reported a position in LTC in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 217 funds tracked by Wall St. Rank hold LTC as of Q3 2018.

  • Signature Wealth Management Group reported no remaining LTC Properties position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 100 LTC Properties shares in Q3 2018, an estimated $4K.
  • Signature Wealth Management Group first reported a position in LTC Properties in Q4 2017 and held it in 3 quarters.
  • Signature Wealth Management Group's LTC Properties position peaked at $4K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held LTC Properties as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.