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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$112K	Buy	1,023 +4	+0.4%	+$413	﹤0.01%	2925
2019 Q3	$101K	Buy	1,019 +252	+33%	+$24.9K	﹤0.01%	2922
2019 Q2	$77K	Buy	767 +688	+871%	+$66.9K	﹤0.01%	3162
2019 Q1	$8K	Hold	79	–	–	﹤0.01%	4463
2018 Q4	$7K	Hold	79	–	–	﹤0.01%	4445
2018 Q3	$8K	Buy	+79	New	+$7.71K	﹤0.01%	4382

Other funds holding ESGG

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WDL

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its FlexShares STOXX Global ESG Select Index Fund (ESGG) stake by 0.39% in Q4 2019, buying an estimated $413 and bringing the position to 1,023 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Ladenburg Thalmann Financial Services first reported a position in ESGG in Q3 2018 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold ESGG as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,023 shares of FlexShares STOXX Global ESG Select Index Fund worth $112K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4 FlexShares STOXX Global ESG Select Index Fund shares in Q4 2019, an estimated $413.
FlexShares STOXX Global ESG Select Index Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2925 holding.
Ladenburg Thalmann Financial Services first reported a position in FlexShares STOXX Global ESG Select Index Fund in Q3 2018 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held FlexShares STOXX Global ESG Select Index Fund as of Q4 2019.

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