LTFS
EWU icon

Ladenburg Thalmann Financial Services’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$601K Buy
17,612
+1,710
+11% +$55.6K ﹤0.01% 1660
2019
Q3 		$499K Hold
15,902
– – ﹤0.01% 1764
2019
Q2 		$513K Buy
15,902
+802
+5% +$26.4K ﹤0.01% 1725
2019
Q1 		$498K Buy
15,100
+44
+0.3% +$1.4K ﹤0.01% 1697
2018
Q4 		$443K Sell
15,056
-2,817
-16% -$88.7K ﹤0.01% 1623
2018
Q3 		$609K Sell
17,873
-410
-2% -$14K 0.01% 1456
2018
Q2 		$636K Hold
18,283
– – 0.01% 1383
2018
Q1 		$636K Buy
18,283
+2,529
+16% +$90.1K 0.01% 1383
2017
Q4 		$565K Sell
15,754
-1,583
-9% -$55.3K 0.01% 1462
2017
Q3 		$604K Sell
17,337
-14,284
-45% -$485K 0.01% 1325
2017
Q2 		$1.05M Sell
31,621
-4,390
-12% -$147K 0.01% 907
2017
Q1 		$1.17M Sell
36,011
-9,076
-20% -$288K 0.01% 809
2016
Q4 		$1.38M Buy
45,087
+31,532
+233% +$960K 0.02% 684
2016
Q3 		$429K Sell
13,555
-2,700
-17% -$84.5K 0.01% 1278
2016
Q2 		$499K Buy
16,255
+11,459
+239% +$364K 0.01% 1130
2016
Q1 		$151K Sell
4,796
-431
-8% -$13.1K ﹤0.01% 1794
2015
Q4 		$169K Sell
5,227
-668
-11% -$22.7K ﹤0.01% 1686
2015
Q3 		$192K Sell
5,895
-1,146
-16% -$40.4K ﹤0.01% 1511
2015
Q2 		$257K Sell
7,041
-424
-6% -$16.2K ﹤0.01% 1423
2015
Q1 		$269K Sell
7,465
-18,666
-71% -$686K 0.01% 1376
2014
Q4 		$943K Sell
26,131
-65,108
-71% -$2.43M 0.02% 626
2014
Q3 		$3.53M Buy
91,239
+81,804
+867% +$3.34M 0.1% 185
2014
Q2 		$394K Sell
9,435
-848
-8% -$36.3K 0.01% 870
2014
Q1 		$423K Sell
10,283
-24,142
-70% -$995K 0.01% 799
2013
Q4 		$1.44M Buy
34,425
+13,567
+65% +$547K 0.04% 333
2013
Q3 		$818K Sell
20,858
-5,188
-20% -$197K 0.03% 482
2013
Q2 		$920K Buy
+26,046
New +$970K 0.03% 422

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares MSCI United Kingdom ETF (EWU) stake by 11% in Q4 2019, buying an estimated $55.6K and bringing the position to 17,612 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Ladenburg Thalmann Financial Services first reported a position in EWU in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.53M in Q3 2014. 205 funds tracked by Wall St. Rank hold EWU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 17,612 shares of iShares MSCI United Kingdom ETF worth $601K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,710 iShares MSCI United Kingdom ETF shares in Q4 2019, an estimated $55.6K.
  • iShares MSCI United Kingdom ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1660 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares MSCI United Kingdom ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's iShares MSCI United Kingdom ETF position peaked at $3.53M in Q3 2014.
  • 205 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2019.

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