Ladenburg Thalmann Financial Services’s State Street Global Allocation ETF GAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$49K	Buy	1,206 +51	+4%	+$2.01K	﹤0.01%	3546
2019 Q3	$44K	Hold	1,155	–	–	﹤0.01%	3532
2019 Q2	$44K	Hold	1,155	–	–	﹤0.01%	3540
2019 Q1	$44K	Hold	1,155	–	–	﹤0.01%	3489
2018 Q4	$40K	Sell	1,155 -154	-12%	-$5.6K	﹤0.01%	3409
2018 Q3	$50K	Buy	1,309 +665	+103%	+$25.5K	﹤0.01%	3308
2018 Q2	$25K	Hold	644	–	–	﹤0.01%	3698
2018 Q1	$25K	Buy	644 +430	+201%	+$16.7K	﹤0.01%	3698
2017 Q4	$8K	Hold	214	–	–	﹤0.01%	4307
2017 Q3	$8K	Hold	214	–	–	﹤0.01%	4176
2017 Q2	$7K	Hold	214	–	–	﹤0.01%	4193
2017 Q1	$7K	Sell	214 -680	-76%	-$23.1K	﹤0.01%	4164
2016 Q4	$30K	Hold	894	–	–	﹤0.01%	3202
2016 Q3	$30K	Buy	894 +60	+7%	+$2.04K	﹤0.01%	3132
2016 Q2	$28K	Hold	834	–	–	﹤0.01%	3110
2016 Q1	$28K	Hold	834	–	–	﹤0.01%	3014
2015 Q4	$27K	Hold	834	–	–	﹤0.01%	3003
2015 Q3	$27K	Buy	834 +5	+0.6%	+$170	﹤0.01%	2904
2015 Q2	$29K	Buy	829 +2	+0.2%	+$71	﹤0.01%	2978
2015 Q1	$29K	Buy	827 +165	+25%	+$5.83K	﹤0.01%	2944
2014 Q4	$23K	Buy	662 +3	+0.5%	+$104	﹤0.01%	2896
2014 Q3	$23K	Hold	659	–	–	﹤0.01%	2545
2014 Q2	$23K	Hold	659	–	–	﹤0.01%	2544
2014 Q1	$23K	Buy	+659	New	+$22.3K	﹤0.01%	2478

Other funds holding GAL

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

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

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its State Street Global Allocation ETF (GAL) stake by 4.4% in Q4 2019, buying an estimated $2.01K and bringing the position to 1,206 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3546.

Ladenburg Thalmann Financial Services first reported a position in GAL in Q1 2014 and has held it in 24 quarters since. The position peaked at $50K in Q3 2018. 45 funds tracked by Wall St. Rank hold GAL as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,206 shares of State Street Global Allocation ETF worth $49K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 51 State Street Global Allocation ETF shares in Q4 2019, an estimated $2.01K.
State Street Global Allocation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3546 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street Global Allocation ETF in Q1 2014 and has held it in 24 quarters since.
Ladenburg Thalmann Financial Services's State Street Global Allocation ETF position peaked at $50K in Q3 2018.
45 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2019.

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