Ladenburg Thalmann Financial Services’s VanEck Environmental Services ETF EVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$75K	Buy	3,540 +5	+0.1%	+$104	﹤0.01%	3230
2019 Q3	$74K	Hold	3,535	–	–	﹤0.01%	3152
2019 Q2	$73K	Sell	3,535 -1,055	-23%	-$20.8K	﹤0.01%	3198
2019 Q1	$89K	Buy	4,590 +1,580	+52%	+$29.3K	﹤0.01%	2966
2018 Q4	$50K	Sell	3,010 -4,015	-57%	-$72K	﹤0.01%	3242
2018 Q3	$136K	Buy	7,025 +2,140	+44%	+$41.1K	﹤0.01%	2598
2018 Q2	$83K	Hold	4,885	–	–	﹤0.01%	2868
2018 Q1	$83K	Sell	4,885 -2,340	-32%	-$41K	﹤0.01%	2868
2017 Q4	$126K	Buy	7,225 +5,005	+225%	+$86K	﹤0.01%	2548
2017 Q3	$38K	Buy	2,220 +1,840	+484%	+$29.8K	﹤0.01%	3289
2017 Q2	$6K	Hold	380	–	–	﹤0.01%	4247
2017 Q1	$6K	Hold	380	–	–	﹤0.01%	4222
2016 Q4	$6K	Hold	380	–	–	﹤0.01%	4125
2016 Q3	$5K	Hold	380	–	–	﹤0.01%	4146
2016 Q2	$5K	Hold	380	–	–	﹤0.01%	4119
2016 Q1	$5K	Hold	380	–	–	﹤0.01%	4064
2015 Q4	$4K	Buy	380 +5	+1%	+$60	﹤0.01%	4126
2015 Q3	$4K	Buy	+375	New	+$4.61K	﹤0.01%	4024

Other funds holding EVX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its VanEck Environmental Services ETF (EVX) stake by 0.14% in Q4 2019, buying an estimated $104 and bringing the position to 3,540 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Ladenburg Thalmann Financial Services first reported a position in EVX in Q3 2015 and has held it in 18 quarters since. The position peaked at $136K in Q3 2018. 24 funds tracked by Wall St. Rank hold EVX as of Q4 2019.

Ladenburg Thalmann Financial Services held 3,540 shares of VanEck Environmental Services ETF worth $75K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 5 VanEck Environmental Services ETF shares in Q4 2019, an estimated $104.
VanEck Environmental Services ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3230 holding.
Ladenburg Thalmann Financial Services first reported a position in VanEck Environmental Services ETF in Q3 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's VanEck Environmental Services ETF position peaked at $136K in Q3 2018.
24 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2019.

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