Bank of Montreal’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,085
| Closed | -$55K | – | 5079 |
|
|
2019
Q4 | $55K | Buy |
16,085
+4,667
| +41% | +$13.5K | ﹤0.01% | 3799 |
|
|
2019
Q3 | $27K | Buy |
11,418
+616
| +6% | +$1.61K | ﹤0.01% | 3933 |
|
|
2019
Q2 | $37K | Buy |
10,802
+9,802
| +980% | +$33.9K | ﹤0.01% | 3836 |
|
|
2019
Q1 | $3K | Sell |
1,000
-1,384
| -58% | -$4.02K | ﹤0.01% | 4128 |
|
|
2018
Q4 | $5K | Buy |
2,384
+684
| +40% | +$1.83K | ﹤0.01% | 4132 |
|
|
2018
Q3 | $5K | Sell |
1,700
-21
| -1% | -$68 | ﹤0.01% | 4141 |
|
|
2018
Q2 | $5K | Buy |
1,721
+721
| +72% | +$2.53K | ﹤0.01% | 4152 |
|
|
2018
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 4021 |
|
|
2017
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 4021 |
|
|
2017
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3989 |
|
|
2017
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 4053 |
|
|
2017
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3856 |
|
|
2016
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3919 |
|
|
2016
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3885 |
|
|
2016
Q2 | $2K | Sell |
1,000
-1
| -0.1% | -$3 | ﹤0.01% | 3926 |
|
|
2016
Q1 | $3K | Hold |
1,001
| – | – | ﹤0.01% | 3939 |
|
|
2015
Q4 | $3K | Hold |
1,001
| – | – | ﹤0.01% | 3930 |
|
|
2015
Q3 | $2K | Hold |
1,001
| – | – | ﹤0.01% | 3831 |
|
|
2015
Q2 | $4K | Sell |
1,001
-2,242
| -69% | -$7.92K | ﹤0.01% | 3670 |
|
|
2015
Q1 | $13K | Hold |
3,243
| – | – | ﹤0.01% | 3421 |
|
|
2014
Q4 | $13K | Sell |
3,243
-287
| -8% | -$1.14K | ﹤0.01% | 3491 |
|
|
2014
Q3 | $15K | Hold |
3,530
| – | – | ﹤0.01% | 3556 |
|
|
2014
Q2 | $11K | Buy |
3,530
+2,530
| +253% | +$7.22K | ﹤0.01% | 3843 |
|
|
2014
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3877 |
|
|
2013
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3609 |
|
|
2013
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3690 |
|
|
2013
Q2 | $2K | Buy |
+1,000
| New | +$1.56K | ﹤0.01% | 3563 |
|
Bank of Montreal's LTS Position: Q1 2020 in Review
Bank of Montreal sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2020, closing a stake of 16,085 shares — an estimated $55K sold.
Bank of Montreal first reported a position in LTS in Q2 2013 and held it in 27 quarters. The position peaked at $55K in Q4 2019. 0 funds tracked by Wall St. Rank hold LTS as of Q1 2020.
- Bank of Montreal reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2020 after selling out during the quarter.
- Bank of Montreal sold 16,085 Ladenburg Thalmann Financial Services Inc shares in Q1 2020, an estimated $55K.
- Bank of Montreal first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2013 and held it in 27 quarters.
- Bank of Montreal's Ladenburg Thalmann Financial Services Inc position peaked at $55K in Q4 2019.
- 0 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2020.
Based on Bank of Montreal's 13F filing for Q1 2020, filed 13 May 2020.