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Ladenburg Thalmann Financial Services’s iShares MSCI Sweden ETF EWD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$11K Buy
329
+3
+0.9% +$95 ﹤0.01% 4437
2019
Q3 		$10K Buy
326
+7
+2% +$206 ﹤0.01% 4388
2019
Q2 		$10K Buy
319
+23
+8% +$712 ﹤0.01% 4428
2019
Q1 		$9K Hold
296
– – ﹤0.01% 4413
2018
Q4 		$8K Sell
296
-200
-40% -$5.87K ﹤0.01% 4391
2018
Q3 		$17K Sell
496
-133
-21% -$4.22K ﹤0.01% 3996
2018
Q2 		$21K Hold
629
– – ﹤0.01% 3799
2018
Q1 		$21K Buy
629
+177
+39% +$6.13K ﹤0.01% 3799
2017
Q4 		$15K Sell
452
-66
-13% -$2.31K ﹤0.01% 3960
2017
Q3 		$18K Hold
518
– – ﹤0.01% 3732
2017
Q2 		$18K Sell
518
-37
-7% -$1.23K ﹤0.01% 3679
2017
Q1 		$18K Sell
555
-310
-36% -$9.45K ﹤0.01% 3616
2016
Q4 		$25K Buy
865
+3
+0.3% +$84 ﹤0.01% 3337
2016
Q3 		$26K Hold
862
– – ﹤0.01% 3223
2016
Q2 		$24K Buy
862
+76
+10% +$2.22K ﹤0.01% 3222
2016
Q1 		$23K Sell
786
-20,024
-96% -$556K ﹤0.01% 3159
2015
Q4 		$607K Sell
20,810
-3,092
-13% -$92.4K 0.01% 921
2015
Q3 		$694K Buy
23,902
+23,429
+4,953% +$726K 0.01% 809
2015
Q2 		$16K Sell
473
-60
-11% -$2.04K ﹤0.01% 3378
2015
Q1 		$18K Buy
533
+208
+64% +$6.83K ﹤0.01% 3246
2014
Q4 		$10K Sell
325
-940
-74% -$30.4K ﹤0.01% 3414
2014
Q3 		$42K Hold
1,265
– – ﹤0.01% 2151
2014
Q2 		$44K Hold
1,265
– – ﹤0.01% 2134
2014
Q1 		$47K Sell
1,265
-827
-40% -$29.4K ﹤0.01% 2015
2013
Q4 		$75K Buy
2,092
+168
+9% +$5.74K ﹤0.01% 1645
2013
Q3 		$66K Buy
1,924
+1,592
+480% +$52.7K ﹤0.01% 1636
2013
Q2 		$10K Buy
+332
New +$10.8K ﹤0.01% 2717

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares MSCI Sweden ETF (EWD) stake by 0.92% in Q4 2019, buying an estimated $95 and bringing the position to 329 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4437.

Ladenburg Thalmann Financial Services first reported a position in EWD in Q2 2013 and has held it in 27 quarters since. The position peaked at $694K in Q3 2015. 67 funds tracked by Wall St. Rank hold EWD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 329 shares of iShares MSCI Sweden ETF worth $11K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3 iShares MSCI Sweden ETF shares in Q4 2019, an estimated $95.
  • iShares MSCI Sweden ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4437 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares MSCI Sweden ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares MSCI Sweden ETF position peaked at $694K in Q3 2015.
  • 67 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q4 2019.

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