SS
LTC

Simplicity Solutions’s LTC Properties LTC Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-6,425
Closed -$329K – 854
2019
Q3 		$329K Sell
6,425
-3,625
-36% -$175K 0.01% 510
2019
Q2 		$459K Buy
10,050
+4,043
+67% +$183K 0.02% 373
2019
Q1 		$275K Buy
+6,007
New +$270K 0.02% 562
2018
Q4 		– Sell
-4,565
Closed -$201K – 720
2018
Q3 		$201K Buy
+4,565
New +$200K 0.01% 533

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's LTC Position: Q4 2019 in Review

Simplicity Solutions sold out of LTC Properties (LTC) in Q4 2019, closing a stake of 6,425 shares — an estimated $329K sold.

Simplicity Solutions first reported a position in LTC in Q3 2018 and held it in 4 quarters. The position peaked at $459K in Q2 2019. 251 funds tracked by Wall St. Rank hold LTC as of Q4 2019.

  • Simplicity Solutions reported no remaining LTC Properties position as of Q4 2019 after selling out during the quarter.
  • Simplicity Solutions sold 6,425 LTC Properties shares in Q4 2019, an estimated $329K.
  • Simplicity Solutions first reported a position in LTC Properties in Q3 2018 and held it in 4 quarters.
  • Simplicity Solutions's LTC Properties position peaked at $459K in Q2 2019.
  • 251 funds tracked by Wall St. Rank held LTC Properties as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.