BRWA
LTS

B. Riley Wealth Advisors’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-216
Closed -$1K – 2271
2014
Q4 		$1K Buy
+216
New +$854 ﹤0.01% 3615
2014
Q3 		– Sell
-216
Closed -$680 – 2125
2014
Q2 		$680 Buy
+216
New +$616 ﹤0.01% 2309

Other funds holding LTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

B. Riley Wealth Advisors's LTS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2015, closing a stake of 216 shares — an estimated $1K sold.

B. Riley Wealth Advisors first reported a position in LTS in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q4 2014. 81 funds tracked by Wall St. Rank hold LTS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 216 Ladenburg Thalmann Financial Services Inc shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Advisors first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Ladenburg Thalmann Financial Services Inc position peaked at $1K in Q4 2014.
  • 81 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.