Ladenburg Thalmann Financial Services’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$18K	Hold	681	–	–	﹤0.01%	4200
2019 Q3	$17K	Hold	681	–	–	﹤0.01%	4126
2019 Q2	$18K	Hold	681	–	–	﹤0.01%	4116
2019 Q1	$18K	Sell	681 -158	-19%	-$3.92K	﹤0.01%	4062
2018 Q4	$19K	Buy	839 +563	+204%	+$13.4K	﹤0.01%	3897
2018 Q3	$7K	Hold	276	–	–	﹤0.01%	4444
2018 Q2	$7K	Hold	276	–	–	﹤0.01%	4436
2018 Q1	$7K	Hold	276	–	–	﹤0.01%	4436
2017 Q4	$7K	Hold	276	–	–	﹤0.01%	4370
2017 Q3	$7K	Sell	276 -800	-74%	-$20.2K	﹤0.01%	4239
2017 Q2	$25K	Buy	1,076 +800	+290%	+$18.8K	﹤0.01%	3465
2017 Q1	$6K	Hold	276	–	–	﹤0.01%	4230
2016 Q4	$6K	Hold	276	–	–	﹤0.01%	4135
2016 Q3	$6K	Hold	276	–	–	﹤0.01%	4072
2016 Q2	$6K	Sell	276 -93	-25%	-$1.9K	﹤0.01%	4027
2016 Q1	$7K	Sell	369 -101	-21%	-$1.95K	﹤0.01%	3887
2015 Q4	$9K	Hold	470	–	–	﹤0.01%	3732
2015 Q3	$10K	Buy	470 +205	+77%	+$4.53K	﹤0.01%	3532
2015 Q2	$6K	Buy	+265	New	+$6.67K	﹤0.01%	3968

Other funds holding HEEM

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

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

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

Ladenburg Thalmann Financial Services held its iShares Currency Hedged MSCI Emerging Markets (HEEM) position steady in Q4 2019 at 681 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4200.

Ladenburg Thalmann Financial Services first reported a position in HEEM in Q2 2015 and has held it in 19 quarters since. The position peaked at $25K in Q2 2017. 37 funds tracked by Wall St. Rank hold HEEM as of Q4 2019.

Ladenburg Thalmann Financial Services held 681 shares of iShares Currency Hedged MSCI Emerging Markets worth $18K as of Q4 2019.
Ladenburg Thalmann Financial Services left its iShares Currency Hedged MSCI Emerging Markets share count unchanged in Q4 2019.
iShares Currency Hedged MSCI Emerging Markets made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4200 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Currency Hedged MSCI Emerging Markets in Q2 2015 and has held it in 19 quarters since.
Ladenburg Thalmann Financial Services's iShares Currency Hedged MSCI Emerging Markets position peaked at $25K in Q2 2017.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Emerging Markets as of Q4 2019.

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