AG
LTS

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

Aperio 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
Q3 		– Sell
-293
Closed -$1K – 2986
2019
Q2 		$1K Buy
+293
New +$1.01K ﹤0.01% 3011

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aperio Group's LTS Position: Q3 2019 in Review

Aperio Group sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q3 2019, closing a stake of 293 shares — an estimated $1K sold.

Aperio Group first reported a position in LTS in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 97 funds tracked by Wall St. Rank hold LTS as of Q3 2019.

  • Aperio Group reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 293 Ladenburg Thalmann Financial Services Inc shares in Q3 2019, an estimated $1K.
  • Aperio Group first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2019 and held it in 1 quarter.
  • Aperio Group's Ladenburg Thalmann Financial Services Inc position peaked at $1K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.