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Ladenburg Thalmann Financial Services’s iShares US Insurance ETF IAK Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$839K Buy
11,713
+7,473
+176% +$527K 0.01% 1408
2019
Q3 		$306K Hold
4,240
– – ﹤0.01% 2157
2019
Q2 		$300K Sell
4,240
-33
-0.8% -$2.25K ﹤0.01% 2144
2019
Q1 		$272K Sell
4,273
-781
-15% -$48.9K ﹤0.01% 2168
2018
Q4 		$291K Sell
5,054
-446
-8% -$27.4K ﹤0.01% 1933
2018
Q3 		$365K Sell
5,500
-140
-2% -$9.13K ﹤0.01% 1846
2018
Q2 		$363K Hold
5,640
– – ﹤0.01% 1799
2018
Q1 		$363K Buy
5,640
+1,001
+22% +$66.3K ﹤0.01% 1799
2017
Q4 		$309K Buy
4,639
+1,185
+34% +$78.2K ﹤0.01% 1884
2017
Q3 		$221K Buy
3,454
+82
+2% +$5.19K ﹤0.01% 2028
2017
Q2 		$209K Sell
3,372
-7,090
-68% -$433K ﹤0.01% 1986
2017
Q1 		$633K Buy
10,462
+274
+3% +$16.6K 0.01% 1162
2016
Q4 		$604K Buy
10,188
+7,370
+262% +$414K 0.01% 1150
2016
Q3 		$149K Sell
2,818
-189
-6% -$9.84K ﹤0.01% 1959
2016
Q2 		$155K Sell
3,007
-259
-8% -$13.1K ﹤0.01% 1838
2016
Q1 		$160K Sell
3,266
-6,644
-67% -$318K ﹤0.01% 1760
2015
Q4 		$509K Buy
9,910
+3,655
+58% +$189K 0.01% 1013
2015
Q3 		$305K Sell
6,255
-4,623
-42% -$236K 0.01% 1219
2015
Q2 		$548K Buy
10,878
+7,373
+210% +$370K 0.01% 1009
2015
Q1 		$173K Sell
3,505
-472
-12% -$23K ﹤0.01% 1673
2014
Q4 		$199K Buy
3,977
+2,503
+170% +$121K ﹤0.01% 1431
2014
Q3 		$69K Buy
1,474
+1
+0.1% +$48 ﹤0.01% 1828
2014
Q2 		$70K Sell
1,473
-227
-13% -$10.6K ﹤0.01% 1828
2014
Q1 		$78K Buy
1,700
+2
+0.1% +$91 ﹤0.01% 1655
2013
Q4 		$80K Buy
1,698
+2
+0.1% +$91 ﹤0.01% 1605
2013
Q3 		$73K Buy
1,696
+1,496
+748% +$63.8K ﹤0.01% 1576
2013
Q2 		$8K Buy
+200
New +$7.92K ﹤0.01% 2834

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares US Insurance ETF (IAK) stake by 176% in Q4 2019, buying an estimated $527K and bringing the position to 11,713 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #1408.

Ladenburg Thalmann Financial Services first reported a position in IAK in Q2 2013 and has held it in 27 quarters since. 44 funds tracked by Wall St. Rank hold IAK as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,713 shares of iShares US Insurance ETF worth $839K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 7,473 iShares US Insurance ETF shares in Q4 2019, an estimated $527K.
  • iShares US Insurance ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1408 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Insurance ETF in Q2 2013 and has held it in 27 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2019.

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