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Ladenburg Thalmann Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.47M Sell
150,283
-19,000
-11% -$558K 0.03% 527
2019
Q3 		$4.96M Sell
169,283
-3,755
-2% -$110K 0.03% 466
2019
Q2 		$5.07M Buy
173,038
+24,502
+16% +$707K 0.04% 451
2019
Q1 		$4.27M Sell
148,536
-1,082,908
-88% -$30.6M 0.03% 479
2018
Q4 		$32.8M Sell
1,231,444
-59,495
-5% -$1.66M 0.3% 75
2018
Q3 		$37.5M Buy
1,290,939
+214,682
+20% +$6.21M 0.31% 67
2018
Q2 		$31.3M Hold
1,076,257
– – 0.29% 78
2018
Q1 		$31.3M Buy
1,076,257
+34,762
+3% +$1.03M 0.29% 78
2017
Q4 		$31.2M Buy
1,041,495
+168,758
+19% +$5.08M 0.3% 76
2017
Q3 		$26.5M Buy
872,737
+78,339
+10% +$2.34M 0.29% 79
2017
Q2 		$23.6M Buy
794,398
+78,018
+11% +$2.31M 0.28% 81
2017
Q1 		$21.1M Buy
716,380
+41,578
+6% +$1.22M 0.27% 79
2016
Q4 		$19.4M Buy
674,802
+15,532
+2% +$447K 0.27% 77
2016
Q3 		$19M Buy
659,270
+652,516
+9,661% +$18.5M 0.29% 74
2016
Q2 		$188K Buy
6,754
+309
+5% +$8.29K ﹤0.01% 1721
2016
Q1 		$166K Buy
6,445
+352
+6% +$8.6K ﹤0.01% 1734
2015
Q4 		$148K Buy
6,093
+2,806
+85% +$71.4K ﹤0.01% 1786
2015
Q3 		$84K Buy
3,287
+1,187
+57% +$31.6K ﹤0.01% 2101
2015
Q2 		$57K Buy
+2,100
New +$57.8K ﹤0.01% 2495

Other funds holding ANGL

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ANGL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 11% in Q4 2019, selling an estimated $558K and leaving 150,283 shares worth $4.47M. The position accounts for 0.03% of the portfolio, ranked #527.

Ladenburg Thalmann Financial Services first reported a position in ANGL in Q2 2015 and has held it in 19 quarters since. The position peaked at $37.5M in Q3 2018. 170 funds tracked by Wall St. Rank hold ANGL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 150,283 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.47M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 19,000 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2019, an estimated $558K.
  • VanEck Fallen Angel High Yield Bond ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #527 holding.
  • Ladenburg Thalmann Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2015 and has held it in 19 quarters since.
  • Ladenburg Thalmann Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $37.5M in Q3 2018.
  • 170 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.