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Ladenburg Thalmann Financial Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.28M Buy
108,458
+84,928
+361% +$1.79M 0.01% 802
2019
Q3 		$496K Buy
+23,530
New +$496K ﹤0.01% 1770

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 361% in Q4 2019, buying an estimated $1.79M and bringing the position to 108,458 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #802.

Ladenburg Thalmann Financial Services first reported a position in HTAB in Q3 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold HTAB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 108,458 shares of Hartford Schroders Tax-Aware Bond ETF worth $2.28M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 84,928 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2019, an estimated $1.79M.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #802 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2019.

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