Ladenburg Thalmann Financial Services’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio EFAX Stock Details EFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$241K	Buy	6,654 +214	+3%	+$7.53K	﹤0.01%	2367
2019 Q3	$218K	Buy	6,440 +4,546	+240%	+$152K	﹤0.01%	2393
2019 Q2	$64K	Buy	1,894 +1,674	+761%	+$56.1K	﹤0.01%	3283
2019 Q1	$7K	Hold	220	–	–	﹤0.01%	4524
2018 Q4	$7K	Hold	220	–	–	﹤0.01%	4444
2018 Q3	$8K	Hold	220	–	–	﹤0.01%	4380
2018 Q2	$8K	Hold	220	–	–	﹤0.01%	4360
2018 Q1	$8K	Buy	+220	New	+$8.14K	﹤0.01%	4360

Other funds holding EFAX

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) stake by 3.3% in Q4 2019, buying an estimated $7.53K and bringing the position to 6,654 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Ladenburg Thalmann Financial Services first reported a position in EFAX in Q1 2018 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold EFAX as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,654 shares of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF worth $241K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 214 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q4 2019, an estimated $7.53K.
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2367 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q1 2018 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q4 2019.

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