LTFS
CACG

Ladenburg Thalmann Financial Services’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.27M Buy
36,865
+1,053
+3% +$34.8K 0.01% 1122
2019
Q3 		$1.13M Sell
35,812
-2,522
-7% -$80.7K 0.01% 1164
2019
Q2 		$1.22M Buy
38,334
+18,129
+90% +$566K 0.01% 1091
2019
Q1 		$615K Buy
20,205
+14,803
+274% +$436K ﹤0.01% 1531
2018
Q4 		$144K Buy
+5,402
New +$156K ﹤0.01% 2488

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) stake by 2.9% in Q4 2019, buying an estimated $34.8K and bringing the position to 36,865 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1122.

Ladenburg Thalmann Financial Services first reported a position in CACG in Q4 2018 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold CACG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 36,865 shares of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF worth $1.27M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,053 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2019, an estimated $34.8K.
  • Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1122 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2018 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2019.

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