Wealthspire Advisors (Maryland)’s LTC Properties LTC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-340	Closed	-$16K	–	1335
2019 Q1	$16K	Hold	340	–	–	﹤0.01%	1361
2018 Q4	$14K	Buy	340 +226	+198%	+$9.9K	﹤0.01%	1342
2018 Q3	$5K	Hold	114	–	–	﹤0.01%	1808
2018 Q2	$5K	Sell	114 -15	-12%	-$588	﹤0.01%	1796
2018 Q1	$5K	Sell	129 -335	-72%	-$13.2K	﹤0.01%	1812
2017 Q4	$20K	Buy	464 +96	+26%	+$4.45K	﹤0.01%	1330
2017 Q3	$17K	Buy	368 +2	+0.5%	+$98	﹤0.01%	1354
2017 Q2	$19K	Hold	366	–	–	﹤0.01%	1286
2017 Q1	$18K	Sell	366 -2	-0.5%	-$94	﹤0.01%	1123
2016 Q4	$17K	Buy	368 +118	+47%	+$5.58K	﹤0.01%	1065
2016 Q3	$14K	Buy	+250	New	+$13.1K	﹤0.01%	1167
2016 Q2	–	Hold	0	–	–	–	1611
2016 Q1	–	Hold	0	–	–	–	1657
2015 Q4	–	Hold	0	–	–	–	1634

Other funds holding LTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LTC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LTC Properties (LTC) in Q2 2019, closing a stake of 340 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in LTC in Q3 2016 and held it in 11 quarters. The position peaked at $20K in Q4 2017. 246 funds tracked by Wall St. Rank hold LTC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining LTC Properties position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 340 LTC Properties shares in Q2 2019, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in LTC Properties in Q3 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s LTC Properties position peaked at $20K in Q4 2017.
246 funds tracked by Wall St. Rank held LTC Properties as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.