WA
LTC

WFG Advisors’s LTC Properties LTC Stock Holding History

WFG 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
2017
Q2 		$704K Buy
13,702
+5,103
+59% +$249K 0.16% 154
2017
Q1 		$412K Sell
8,599
-3,567
-29% -$167K 0.11% 198
2016
Q4 		$572K Buy
12,166
+3,155
+35% +$149K 0.14% 190
2016
Q3 		$468K Buy
9,011
+5,116
+131% +$267K 0.12% 187
2016
Q2 		$202K Buy
3,895
+24
+0.6% +$1.14K 0.05% 335
2016
Q1 		$175K Buy
3,871
+1,762
+84% +$77.7K 0.05% 332
2015
Q4 		$91K Buy
2,109
+1,784
+549% +$76.1K 0.03% 496
2015
Q3 		$14K Sell
325
-675
-68% -$28.6K ﹤0.01% 1000
2015
Q2 		$42K Sell
1,000
-45
-4% -$1.94K 0.01% 773
2015
Q1 		$48K Sell
1,045
-1,388
-57% -$62.8K 0.01% 744
2014
Q4 		$105K Sell
2,433
-1,567
-39% -$64.1K 0.02% 618
2014
Q3 		$148K Buy
4,000
+60
+2% +$2.36K 0.03% 525
2014
Q2 		$154K Buy
3,940
+1,015
+35% +$39.6K 0.03% 518
2014
Q1 		$110K Sell
2,925
-1,015
-26% -$37.7K 0.02% 606
2013
Q4 		$139K Buy
3,940
+13
+0.3% +$493 0.02% 623
2013
Q3 		$149K Buy
3,927
+12
+0.3% +$455 0.02% 576
2013
Q2 		$153K Buy
+3,915
New +$170K 0.03% 534

Other funds holding LTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's LTC Position: Q2 2017 in Review

WFG Advisors increased its LTC Properties (LTC) stake by 59% in Q2 2017, buying an estimated $249K and bringing the position to 13,702 shares worth $704K. The position accounts for 0.16% of the portfolio, ranked #154.

WFG Advisors first reported a position in LTC in Q2 2013 and has held it in 17 quarters since. 223 funds tracked by Wall St. Rank hold LTC as of Q2 2017.

  • WFG Advisors held 13,702 shares of LTC Properties worth $704K as of Q2 2017.
  • WFG Advisors bought 5,103 LTC Properties shares in Q2 2017, an estimated $249K.
  • LTC Properties made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #154 holding.
  • WFG Advisors first reported a position in LTC Properties in Q2 2013 and has held it in 17 quarters since.
  • 223 funds tracked by Wall St. Rank held LTC Properties as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.