YWP
LTC

YorkBridge Wealth Partners’s LTC Properties LTC Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-359
Closed -$19K – 896
2017
Q2 		$19K Hold
359
– – 0.01% 523
2017
Q1 		$17K Buy
359
+160
+80% +$7.49K 0.01% 543
2016
Q4 		$9K Buy
+199
New +$9.41K 0.01% 610

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's LTC Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of LTC Properties (LTC) in Q3 2017, closing a stake of 359 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in LTC in Q4 2016 and held it in 3 quarters. The position peaked at $19K in Q2 2017. 216 funds tracked by Wall St. Rank hold LTC as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining LTC Properties position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 359 LTC Properties shares in Q3 2017, an estimated $19K.
  • YorkBridge Wealth Partners first reported a position in LTC Properties in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's LTC Properties position peaked at $19K in Q2 2017.
  • 216 funds tracked by Wall St. Rank held LTC Properties as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.