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Ladenburg Thalmann Financial Services’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$190K Buy
3,298
+653
+25% +$35.4K ﹤0.01% 2547
2019
Q3 		$137K Sell
2,645
-1,363
-34% -$72.7K ﹤0.01% 2723
2019
Q2 		$214K Sell
4,008
-118
-3% -$6.09K ﹤0.01% 2425
2019
Q1 		$216K Buy
4,126
+3,178
+335% +$156K ﹤0.01% 2333
2018
Q4 		$44K Sell
948
-198
-17% -$9.22K ﹤0.01% 3348
2018
Q3 		$56K Sell
1,146
-740
-39% -$35.7K ﹤0.01% 3232
2018
Q2 		$92K Hold
1,886
– – ﹤0.01% 2798
2018
Q1 		$92K Sell
1,886
-580
-24% -$28.2K ﹤0.01% 2798
2017
Q4 		$117K Sell
2,466
-9
-0.4% -$416 ﹤0.01% 2610
2017
Q3 		$117K Sell
2,475
-89
-3% -$4.17K ﹤0.01% 2493
2017
Q2 		$119K Sell
2,564
-236
-8% -$10.3K ﹤0.01% 2408
2017
Q1 		$118K Buy
2,800
+526
+23% +$22.2K ﹤0.01% 2284
2016
Q4 		$90K Sell
2,274
-3,164
-58% -$134K ﹤0.01% 2399
2016
Q3 		$255K Buy
5,438
+2,991
+122% +$138K ﹤0.01% 1587
2016
Q2 		$105K Sell
2,447
-148
-6% -$6.19K ﹤0.01% 2117
2016
Q1 		$107K Buy
+2,595
New +$95.1K ﹤0.01% 2009

Other funds holding ENZL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares MSCI New Zealand ETF (ENZL) stake by 25% in Q4 2019, buying an estimated $35.4K and bringing the position to 3,298 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Ladenburg Thalmann Financial Services first reported a position in ENZL in Q1 2016 and has held it in 16 quarters since. The position peaked at $255K in Q3 2016. 63 funds tracked by Wall St. Rank hold ENZL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,298 shares of iShares MSCI New Zealand ETF worth $190K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 653 iShares MSCI New Zealand ETF shares in Q4 2019, an estimated $35.4K.
  • iShares MSCI New Zealand ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2547 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares MSCI New Zealand ETF in Q1 2016 and has held it in 16 quarters since.
  • Ladenburg Thalmann Financial Services's iShares MSCI New Zealand ETF position peaked at $255K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2019.

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