UCFA
LTC

United Capital Financial Advisors’s LTC Properties LTC Stock Holding History

United Capital Financial 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
2018
Q2 		– Sell
-6,353
Closed -$241K – 1342
2018
Q1 		$241K Sell
6,353
-1,715
-21% -$67.5K ﹤0.01% 1175
2017
Q4 		$351K Sell
8,068
-2,961
-27% -$137K ﹤0.01% 1063
2017
Q3 		$518K Buy
11,029
+997
+10% +$49.1K ﹤0.01% 947
2017
Q2 		$516K Buy
10,032
+1,807
+22% +$88.3K ﹤0.01% 916
2017
Q1 		$394K Sell
8,225
-5,428
-40% -$254K ﹤0.01% 967
2016
Q4 		$641K Sell
13,653
-9,649
-41% -$456K 0.01% 867
2016
Q3 		$1.21M Buy
23,302
+6,308
+37% +$330K 0.01% 725
2016
Q2 		$884K Buy
16,994
+3,779
+29% +$180K 0.01% 773
2016
Q1 		$598K Buy
13,215
+4,289
+48% +$189K 0.01% 825
2015
Q4 		$385K Buy
8,926
+2,882
+48% +$123K ﹤0.01% 953
2015
Q3 		$258K Sell
6,044
-6,149
-50% -$261K ﹤0.01% 1091
2015
Q2 		$507K Buy
12,193
+1,699
+16% +$73.1K 0.01% 914
2015
Q1 		$456K Buy
10,494
+2,440
+30% +$110K 0.01% 925
2014
Q4 		$348K Buy
8,054
+2,004
+33% +$82K 0.01% 925
2014
Q3 		$223K Buy
+6,050
New +$238K ﹤0.01% 1010

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Capital Financial Advisors's LTC Position: Q2 2018 in Review

United Capital Financial Advisors sold out of LTC Properties (LTC) in Q2 2018, closing a stake of 6,353 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in LTC in Q3 2014 and held it in 15 quarters. The position peaked at $1.21M in Q3 2016. 215 funds tracked by Wall St. Rank hold LTC as of Q2 2018.

  • United Capital Financial Advisors reported no remaining LTC Properties position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,353 LTC Properties shares in Q2 2018, an estimated $241K.
  • United Capital Financial Advisors first reported a position in LTC Properties in Q3 2014 and held it in 15 quarters.
  • United Capital Financial Advisors's LTC Properties position peaked at $1.21M in Q3 2016.
  • 215 funds tracked by Wall St. Rank held LTC Properties as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.