Ladenburg Thalmann Financial Services’s International Bancshares IBOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$32K	Hold	748	–	–	﹤0.01%	3840
2019 Q3	$29K	Hold	748	–	–	﹤0.01%	3794
2019 Q2	$28K	Hold	748	–	–	﹤0.01%	3851
2019 Q1	$28K	Hold	748	–	–	﹤0.01%	3797
2018 Q4	$26K	Buy	748 +13	+2%	+$500	﹤0.01%	3709
2018 Q3	$33K	Hold	735	–	–	﹤0.01%	3582
2018 Q2	$29K	Hold	735	–	–	﹤0.01%	3619
2018 Q1	$29K	Buy	735 +73	+11%	+$2.96K	﹤0.01%	3619
2017 Q4	$26K	Buy	662 +526	+387%	+$21.2K	﹤0.01%	3622
2017 Q3	$5K	Hold	136	–	–	﹤0.01%	4392
2017 Q2	$5K	Hold	136	–	–	﹤0.01%	4323
2017 Q1	$5K	Buy	136 +37	+37%	+$1.39K	﹤0.01%	4308
2016 Q4	$3K	Hold	99	–	–	﹤0.01%	4417
2016 Q3	$3K	Buy	+99	New	+$2.81K	﹤0.01%	4359

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ladenburg Thalmann Financial Services held its International Bancshares (IBOC) position steady in Q4 2019 at 748 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Ladenburg Thalmann Financial Services first reported a position in IBOC in Q3 2016 and has held it in 14 quarters since. The position peaked at $33K in Q3 2018. 180 funds tracked by Wall St. Rank hold IBOC as of Q4 2019.

Ladenburg Thalmann Financial Services held 748 shares of International Bancshares worth $32K as of Q4 2019.
Ladenburg Thalmann Financial Services left its International Bancshares share count unchanged in Q4 2019.
International Bancshares made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3840 holding.
Ladenburg Thalmann Financial Services first reported a position in International Bancshares in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's International Bancshares position peaked at $33K in Q3 2018.
180 funds tracked by Wall St. Rank held International Bancshares as of Q4 2019.

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