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Ladenburg Thalmann Financial Services’s United States Copper Index Fund CPER Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$36K Hold
2,072
– – ﹤0.01% 3752
2019
Q3 		$33K Hold
2,072
– – ﹤0.01% 3707
2019
Q2 		$35K Hold
2,072
– – ﹤0.01% 3691
2019
Q1 		$38K Buy
2,072
+72
+4% +$1.26K ﹤0.01% 3587
2018
Q4 		$33K Buy
+2,000
New +$34.4K ﹤0.01% 3536

Other funds holding CPER

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its United States Copper Index Fund (CPER) position steady in Q4 2019 at 2,072 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

Ladenburg Thalmann Financial Services first reported a position in CPER in Q4 2018 and has held it in 5 quarters since. The position peaked at $38K in Q1 2019. 8 funds tracked by Wall St. Rank hold CPER as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,072 shares of United States Copper Index Fund worth $36K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its United States Copper Index Fund share count unchanged in Q4 2019.
  • United States Copper Index Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3752 holding.
  • Ladenburg Thalmann Financial Services first reported a position in United States Copper Index Fund in Q4 2018 and has held it in 5 quarters since.
  • Ladenburg Thalmann Financial Services's United States Copper Index Fund position peaked at $38K in Q1 2019.
  • 8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2019.

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