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Ladenburg Thalmann Financial Services’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,707
Closed -$154K – 5322
2019
Q3 		$154K Sell
1,707
-1,735
-50% -$151K ﹤0.01% 2652
2019
Q2 		$290K Buy
+3,442
New +$290K ﹤0.01% 2173

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2019, closing a stake of 1,707 shares — an estimated $154K sold.

Ladenburg Thalmann Financial Services first reported a position in BBRE in Q2 2019 and held it in 2 quarters. The position peaked at $290K in Q2 2019. 16 funds tracked by Wall St. Rank hold BBRE as of Q4 2019.

  • Ladenburg Thalmann Financial Services reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,707 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2019, an estimated $154K.
  • Ladenburg Thalmann Financial Services first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2019 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $290K in Q2 2019.
  • 16 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2019.

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