CIBC Private Wealth Group
LTS

CIBC Private Wealth Group’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

CIBC Private Wealth 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
2018
Q3 		– Sell
-2,450
Closed -$8K – 1909
2018
Q2 		$8K Hold
2,450
– – ﹤0.01% 1635
2018
Q1 		$8K Hold
2,450
– – ﹤0.01% 1584
2017
Q4 		$8K Buy
+2,450
New +$7.6K ﹤0.01% 1611

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

CIBC Private Wealth Group's LTS Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q3 2018, closing a stake of 2,450 shares — an estimated $8K sold.

CIBC Private Wealth Group first reported a position in LTS in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 97 funds tracked by Wall St. Rank hold LTS as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,450 Ladenburg Thalmann Financial Services Inc shares in Q3 2018, an estimated $8K.
  • CIBC Private Wealth Group first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Ladenburg Thalmann Financial Services Inc position peaked at $8K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.