Ladenburg Thalmann Financial Services’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$42K	Buy	825 +110	+15%	+$5.36K	﹤0.01%	3643
2019 Q3	$34K	Hold	715	–	–	﹤0.01%	3690
2019 Q2	$34K	Hold	715	–	–	﹤0.01%	3721
2019 Q1	$32K	Hold	715	–	–	﹤0.01%	3705
2018 Q4	$28K	Buy	+715	New	+$30.6K	﹤0.01%	3671

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

ACP

Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

RJFSA

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

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

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

Ladenburg Thalmann Financial Services increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 15% in Q4 2019, buying an estimated $5.36K and bringing the position to 825 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

Ladenburg Thalmann Financial Services first reported a position in GSEW in Q4 2018 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold GSEW as of Q4 2019.

Ladenburg Thalmann Financial Services held 825 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $42K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 110 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2019, an estimated $5.36K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3643 holding.
Ladenburg Thalmann Financial Services first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2018 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2019.

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