Ladenburg Thalmann Financial Services’s FlexShares STOXX US ESG Select Index Fund ESG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-98	Closed	-$7K	–	5306
2019 Q1	$7K	Hold	98	–	–	﹤0.01%	4525
2018 Q4	$6K	Buy	+98	New	+$6.26K	﹤0.01%	4506

Other funds holding ESG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ESG Position: Q2 2019 in Review

Ladenburg Thalmann Financial Services sold out of FlexShares STOXX US ESG Select Index Fund (ESG) in Q2 2019, closing a stake of 98 shares — an estimated $7K sold.

Ladenburg Thalmann Financial Services first reported a position in ESG in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 19 funds tracked by Wall St. Rank hold ESG as of Q2 2019.

Ladenburg Thalmann Financial Services reported no remaining FlexShares STOXX US ESG Select Index Fund position as of Q2 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 98 FlexShares STOXX US ESG Select Index Fund shares in Q2 2019, an estimated $7K.
Ladenburg Thalmann Financial Services first reported a position in FlexShares STOXX US ESG Select Index Fund in Q4 2018 and held it in 2 quarters.
Ladenburg Thalmann Financial Services's FlexShares STOXX US ESG Select Index Fund position peaked at $7K in Q1 2019.
19 funds tracked by Wall St. Rank held FlexShares STOXX US ESG Select Index Fund as of Q2 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2019, filed 15 Aug 2019.