Ladenburg Thalmann Financial Services’s iShares Edge MSCI Min Vol Europe ETF EUMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$84K	Hold	3,089	–	–	﹤0.01%	3156
2019 Q3	$78K	Hold	3,089	–	–	﹤0.01%	3122
2019 Q2	$78K	Hold	3,089	–	–	﹤0.01%	3157
2019 Q1	$77K	Hold	3,089	–	–	﹤0.01%	3086
2018 Q4	$70K	Hold	3,089	–	–	﹤0.01%	3021
2018 Q3	$78K	Sell	3,089 -2,795	-48%	-$70K	﹤0.01%	3005
2018 Q2	$150K	Hold	5,884	–	–	﹤0.01%	2458
2018 Q1	$150K	Hold	5,884	–	–	﹤0.01%	2458
2017 Q4	$149K	Buy	5,884 +56	+1%	+$1.41K	﹤0.01%	2447
2017 Q3	$147K	Buy	5,828 +32	+0.6%	+$799	﹤0.01%	2331
2017 Q2	$142K	Buy	5,796 +200	+4%	+$4.86K	﹤0.01%	2280
2017 Q1	$128K	Buy	5,596 +559	+11%	+$12.3K	﹤0.01%	2242
2016 Q4	$107K	Sell	5,037 -3,944	-44%	-$84.6K	﹤0.01%	2277
2016 Q3	$208K	Hold	8,981	–	–	﹤0.01%	1729
2016 Q2	$207K	Buy	8,981 +216	+2%	+$5.1K	﹤0.01%	1662
2016 Q1	$206K	Buy	8,765 +306	+4%	+$6.98K	﹤0.01%	1590
2015 Q4	$199K	Buy	8,459 +4,505	+114%	+$108K	﹤0.01%	1585
2015 Q3	$91K	Buy	3,954 +49	+1%	+$1.17K	﹤0.01%	2064
2015 Q2	$93K	Buy	+3,905	New	+$97.1K	﹤0.01%	2147

Other funds holding EUMV

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

APSP

Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its iShares Edge MSCI Min Vol Europe ETF (EUMV) position steady in Q4 2019 at 3,089 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Ladenburg Thalmann Financial Services first reported a position in EUMV in Q2 2015 and has held it in 19 quarters since. The position peaked at $208K in Q3 2016. 18 funds tracked by Wall St. Rank hold EUMV as of Q4 2019.

Ladenburg Thalmann Financial Services held 3,089 shares of iShares Edge MSCI Min Vol Europe ETF worth $84K as of Q4 2019.
Ladenburg Thalmann Financial Services left its iShares Edge MSCI Min Vol Europe ETF share count unchanged in Q4 2019.
iShares Edge MSCI Min Vol Europe ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3156 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Edge MSCI Min Vol Europe ETF in Q2 2015 and has held it in 19 quarters since.
Ladenburg Thalmann Financial Services's iShares Edge MSCI Min Vol Europe ETF position peaked at $208K in Q3 2016.
18 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Europe ETF as of Q4 2019.

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