CWM
LTS

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
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.61T AUM 30.72% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return