SMFS
LTC

Squar Milner Financial Services’s LTC Properties LTC Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-1,437
Closed -$44K – 493
2020
Q1 		$44K Hold
1,437
– – 0.03% 369
2019
Q4 		$64K Buy
+1,437
New +$69K 0.03% 386
2019
Q3 		– Sell
-1,437
Closed -$66K – 500
2019
Q2 		$66K Hold
1,437
– – 0.04% 319
2019
Q1 		$65K Buy
+1,437
New +$64.6K 0.05% 297

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Squar Milner Financial Services's LTC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of LTC Properties (LTC) in Q2 2020, closing a stake of 1,437 shares — an estimated $44K sold.

Squar Milner Financial Services first reported a position in LTC in Q1 2019 and held it in 4 quarters. The position peaked at $66K in Q2 2019. 234 funds tracked by Wall St. Rank hold LTC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining LTC Properties position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,437 LTC Properties shares in Q2 2020, an estimated $44K.
  • Squar Milner Financial Services first reported a position in LTC Properties in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's LTC Properties position peaked at $66K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held LTC Properties as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.