KCM Investment Advisors’s Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 LTSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-73,775
Closed -$1.66M 435
2018
Q4
$1.66M Sell
73,775
-4,550
-6% -$111K 0.11% 164
2018
Q3
$1.94M Buy
+78,325
New +$1.93M 0.11% 158

KCM Investment Advisors's LTSK Position: Q1 2019 in Review

KCM Investment Advisors sold out of Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 (LTSK) in Q1 2019, closing a stake of 73,775 shares — an estimated $1.66M sold.

KCM Investment Advisors first reported a position in LTSK in Q3 2018 and held it in 2 quarters. The position peaked at $1.94M in Q3 2018. 0 funds tracked by Wall St. Rank hold LTSK as of Q1 2019.

  • KCM Investment Advisors reported no remaining Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 73,775 Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 shares in Q1 2019, an estimated $1.66M.
  • KCM Investment Advisors first reported a position in Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 in Q3 2018 and held it in 2 quarters.
  • KCM Investment Advisors's Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 position peaked at $1.94M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc. 7.25% Senior Notes due 2028 as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.