IWA
LADR

Intercontinental Wealth Advisors’s Ladder Capital LADR Stock Holding History

Intercontinental Wealth Advisors’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-30
Closed – – 431
2019
Q2 		$0 Hold
30
– – ﹤0.01% 418
2019
Q1 		$1K Sell
30
-1,870
-98% -$32K ﹤0.01% 422
2018
Q4 		$29K Buy
+1,900
New +$32.3K 0.02% 267

Other funds holding LADR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Intercontinental Wealth Advisors's LADR Position: Q3 2019 in Review

Intercontinental Wealth Advisors sold out of Ladder Capital (LADR) in Q3 2019, closing a stake of 30 shares.

Intercontinental Wealth Advisors first reported a position in LADR in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 185 funds tracked by Wall St. Rank hold LADR as of Q3 2019.

  • Intercontinental Wealth Advisors reported no remaining Ladder Capital position as of Q3 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 30 Ladder Capital shares in Q3 2019.
  • Intercontinental Wealth Advisors first reported a position in Ladder Capital in Q4 2018 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Ladder Capital position peaked at $29K in Q4 2018.
  • 185 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.