SIAP
LTC

Sterling Investment Advisors (Pennsylvania)’s LTC Properties LTC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-230
Closed -$12K – 427
2019
Q3 		$12K Hold
230
– – 0.01% 334
2019
Q2 		$11K Hold
230
– – 0.01% 343
2019
Q1 		$11K Hold
230
– – 0.01% 336
2018
Q4 		$9K Hold
230
– – 0.01% 336
2018
Q3 		$10K Hold
230
– – 0.01% 362
2018
Q2 		$9K Hold
230
– – 0.01% 333
2018
Q1 		$9K Hold
230
– – 0.01% 323
2017
Q4 		$10K Hold
230
– – 0.01% 300
2017
Q3 		$11K Hold
230
– – 0.01% 293
2017
Q2 		$12K Buy
+230
New +$11.2K 0.01% 292

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

Sterling Investment Advisors (Pennsylvania)'s LTC Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of LTC Properties (LTC) in Q4 2019, closing a stake of 230 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LTC in Q2 2017 and held it in 10 quarters. The position peaked at $12K in Q3 2019. 251 funds tracked by Wall St. Rank hold LTC as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining LTC Properties position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 230 LTC Properties shares in Q4 2019, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in LTC Properties in Q2 2017 and held it in 10 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s LTC Properties position peaked at $12K in Q3 2019.
  • 251 funds tracked by Wall St. Rank held LTC Properties as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.