Concert Wealth Management’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-11,609	Closed	-$28K	–	473
2017 Q1	$28K	Hold	11,609	–	–	0.01%	488
2016 Q4	$28K	Hold	11,609	–	–	0.01%	491
2016 Q3	$27K	Hold	11,609	–	–	﹤0.01%	879
2016 Q2	$28K	Hold	11,609	–	–	﹤0.01%	671
2016 Q1	$29K	Hold	11,609	–	–	﹤0.01%	666
2015 Q4	$32K	Hold	11,609	–	–	﹤0.01%	673
2015 Q3	$24K	Hold	11,609	–	–	﹤0.01%	694
2015 Q2	$41K	Hold	11,609	–	–	0.01%	688
2015 Q1	$0	Hold	11,609	–	–	﹤0.01%	652
2014 Q4	$46K	Buy	+11,609	New	+$45.9K	0.01%	619

Other funds holding LTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concert Wealth Management's LTS Position: Q2 2017 in Review

Concert Wealth Management sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q2 2017, closing a stake of 11,609 shares — an estimated $28K sold.

Concert Wealth Management first reported a position in LTS in Q4 2014 and held it in 10 quarters. The position peaked at $46K in Q4 2014. 81 funds tracked by Wall St. Rank hold LTS as of Q2 2017.

Concert Wealth Management reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 11,609 Ladenburg Thalmann Financial Services Inc shares in Q2 2017, an estimated $28K.
Concert Wealth Management first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2014 and held it in 10 quarters.
Concert Wealth Management's Ladenburg Thalmann Financial Services Inc position peaked at $46K in Q4 2014.
81 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.