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

Greenwich 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
2019 Q4	–	Sell	-30,400	Closed	-$72K	–	196
2019 Q3	$72K	Buy	+30,400	New	+$79.4K	0.01%	176
2019 Q2	–	Sell	-15,850	Closed	-$45K	–	209
2019 Q1	$45K	Sell	15,850 -5,000	-24%	-$14.5K	0.01%	189
2018 Q4	$49K	Hold	20,850	–	–	0.01%	179
2018 Q3	$56K	Hold	20,850	–	–	0.01%	183
2018 Q2	$71K	Hold	20,850	–	–	0.01%	175
2018 Q1	$68K	Sell	20,850 -50	-0.2%	-$162	0.01%	171
2017 Q4	$66K	Hold	20,900	–	–	0.01%	185
2017 Q3	$60K	Hold	20,900	–	–	0.01%	179
2017 Q2	$51K	Buy	20,900 +900	+5%	+$2.18K	0.01%	180
2017 Q1	$50K	Hold	20,000	–	–	0.01%	183
2016 Q4	$49K	Buy	20,000 +7,890	+65%	+$18.4K	0.01%	191
2016 Q3	$28K	Hold	12,110	–	–	0.01%	209
2016 Q2	$29K	Hold	12,110	–	–	0.01%	201
2016 Q1	$30K	Buy	+12,110	New	+$28.5K	0.01%	188

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

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

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

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

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

Greenwich Wealth Management's LTS Position: Q4 2019 in Review

Greenwich Wealth Management sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q4 2019, closing a stake of 30,400 shares — an estimated $72K sold.

Greenwich Wealth Management first reported a position in LTS in Q1 2016 and held it in 14 quarters. The position peaked at $72K in Q3 2019. 99 funds tracked by Wall St. Rank hold LTS as of Q4 2019.

Greenwich Wealth Management reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q4 2019 after selling out during the quarter.
Greenwich Wealth Management sold 30,400 Ladenburg Thalmann Financial Services Inc shares in Q4 2019, an estimated $72K.
Greenwich Wealth Management first reported a position in Ladenburg Thalmann Financial Services Inc in Q1 2016 and held it in 14 quarters.
Greenwich Wealth Management's Ladenburg Thalmann Financial Services Inc position peaked at $72K in Q3 2019.
99 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q4 2019.

Based on Greenwich Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.