AG
LTS

Advisor Group’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Advisor Group’s Portfolio LTS Stock Details LTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Hold
1,118
– – ﹤0.01% 4811
2019
Q3 		$3K Hold
1,118
– – ﹤0.01% 4919
2019
Q2 		$4K Hold
1,118
– – ﹤0.01% 4820
2019
Q1 		$3K Hold
1,118
– – ﹤0.01% 4904
2018
Q4 		$2K Hold
1,118
– – ﹤0.01% 4883
2018
Q3 		$3K Hold
1,118
– – ﹤0.01% 4792
2018
Q2 		$4K Hold
1,118
– – ﹤0.01% 4509
2018
Q1 		$3K Hold
1,118
– – ﹤0.01% 4632
2017
Q4 		$3K Hold
1,118
– – ﹤0.01% 4630
2017
Q3 		$3K Buy
1,118
+64
+6% +$159 ﹤0.01% 4486
2017
Q2 		$2K Buy
1,054
+21
+2% +$51 ﹤0.01% 4563
2017
Q1 		$2K Hold
1,033
– – ﹤0.01% 4451
2016
Q4 		$2K Hold
1,033
– – ﹤0.01% 4284
2016
Q3 		$2K Hold
1,033
– – ﹤0.01% 4229
2016
Q2 		$2K Buy
+1,033
New +$2.6K ﹤0.01% 4150

Other funds holding LTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Group's LTS Position: Q4 2019 in Review

Advisor Group held its Ladenburg Thalmann Financial Services Inc (LTS) position steady in Q4 2019 at 1,118 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4811.

Advisor Group first reported a position in LTS in Q2 2016 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold LTS as of Q4 2019.

  • Advisor Group held 1,118 shares of Ladenburg Thalmann Financial Services Inc worth $4K as of Q4 2019.
  • Advisor Group left its Ladenburg Thalmann Financial Services Inc share count unchanged in Q4 2019.
  • Ladenburg Thalmann Financial Services Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4811 holding.
  • Advisor Group first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2016 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.