Focused Wealth Management’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 |
-4,421
| Closed | -$15K | – | 823 |
|
|
2019
Q4 | $15K | Buy |
4,421
+22
| +0.5% | +$64 | ﹤0.01% | 457 |
|
|
2019
Q3 | $10K | Buy |
4,399
+22
| +0.5% | +$57 | ﹤0.01% | 494 |
|
|
2019
Q2 | $15K | Buy |
4,377
+12
| +0.3% | +$41 | ﹤0.01% | 458 |
|
|
2019
Q1 | $12K | Buy |
4,365
+19
| +0.4% | +$55 | ﹤0.01% | 449 |
|
|
2018
Q4 | $10K | Buy |
4,346
+43
| +1% | +$115 | ﹤0.01% | 464 |
|
|
2018
Q3 | $12K | Hold |
4,303
| – | – | ﹤0.01% | 436 |
|
|
2018
Q2 | $15K | Buy |
4,303
+12
| +0.3% | +$42 | 0.01% | 399 |
|
|
2018
Q1 | $14K | Buy |
4,291
+13
| +0.3% | +$42 | ﹤0.01% | 435 |
|
|
2017
Q4 | $14K | Sell |
4,278
-9,987
| -70% | -$31K | ﹤0.01% | 427 |
|
|
2017
Q3 | $41K | Buy |
14,265
+15
| +0.1% | +$37 | 0.01% | 263 |
|
|
2017
Q2 | $35K | Hold |
14,250
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $35K | Hold |
14,250
| – | – | 0.01% | 318 |
|
|
2016
Q4 | $35K | Buy |
14,250
+10,000
| +235% | +$23.3K | 0.01% | 313 |
|
|
2016
Q3 | $10K | Hold |
4,250
| – | – | ﹤0.01% | 451 |
|
|
2016
Q2 | $10K | Sell |
4,250
-11,000
| -72% | -$27.7K | ﹤0.01% | 446 |
|
|
2016
Q1 | $38K | Buy |
15,250
+1,016
| +7% | +$2.39K | 0.02% | 228 |
|
|
2015
Q4 | $39K | Buy |
14,234
+871
| +7% | +$2.42K | 0.02% | 238 |
|
|
2015
Q3 | $28K | Buy |
13,363
+2,613
| +24% | +$7.19K | 0.02% | 260 |
|
|
2015
Q2 | $38K | Sell |
10,750
-2,613
| -20% | -$9.23K | 0.02% | 240 |
|
|
2015
Q1 | $52K | Buy |
13,363
+2,613
| +24% | +$10.2K | 0.03% | 204 |
|
|
2014
Q4 | $42K | Hold |
10,750
| – | – | 0.03% | 210 |
|
|
2014
Q3 | $46K | Hold |
10,750
| – | – | 0.04% | 203 |
|
|
2014
Q2 | $34K | Hold |
10,750
| – | – | 0.03% | 232 |
|
|
2014
Q1 | $32K | Hold |
10,750
| – | – | 0.03% | 217 |
|
|
2013
Q4 | $34K | Hold |
10,750
| – | – | 0.03% | 212 |
|
|
2013
Q3 | $19K | Buy |
+10,750
| New | +$19.4K | 0.02% | 286 |
|
Focused Wealth Management's LTS Position: Q1 2020 in Review
Focused Wealth Management sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2020, closing a stake of 4,421 shares — an estimated $15K sold.
Focused Wealth Management first reported a position in LTS in Q3 2013 and held it in 26 quarters. The position peaked at $52K in Q1 2015. 0 funds tracked by Wall St. Rank hold LTS as of Q1 2020.
- Focused Wealth Management reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2020 after selling out during the quarter.
- Focused Wealth Management sold 4,421 Ladenburg Thalmann Financial Services Inc shares in Q1 2020, an estimated $15K.
- Focused Wealth Management first reported a position in Ladenburg Thalmann Financial Services Inc in Q3 2013 and held it in 26 quarters.
- Focused Wealth Management's Ladenburg Thalmann Financial Services Inc position peaked at $52K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2020.
Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.