LTFS
ESG icon

Ladenburg Thalmann Financial Services’s Northern Trust STOXX US ESG Select ETF 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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of Northern Trust STOXX US ESG Select ETF (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 Northern Trust STOXX US ESG Select ETF position as of Q2 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 98 Northern Trust STOXX US ESG Select ETF shares in Q2 2019, an estimated $7K.
  • Ladenburg Thalmann Financial Services first reported a position in Northern Trust STOXX US ESG Select ETF in Q4 2018 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's Northern Trust STOXX US ESG Select ETF position peaked at $7K in Q1 2019.
  • 19 funds tracked by Wall St. Rank held Northern Trust STOXX US ESG Select ETF as of Q2 2019.

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