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Ladenburg Thalmann Financial Services’s iShares US Consumer Focused ETF IEDI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$126K Buy
4,020
+1,158
+40% +$35.3K ﹤0.01% 2848
2019
Q3 		$86K Sell
2,862
-998
-26% -$29.4K ﹤0.01% 3044
2019
Q2 		$112K Buy
3,860
+3
+0.1% +$85 ﹤0.01% 2890
2019
Q1 		$108K Buy
3,857
+3
+0.1% +$80 ﹤0.01% 2833
2018
Q4 		$94K Buy
3,854
+3,009
+356% +$79.2K ﹤0.01% 2796
2018
Q3 		$24K Buy
+845
New +$23.3K ﹤0.01% 3801

Other funds holding IEDI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares US Consumer Focused ETF (IEDI) stake by 40% in Q4 2019, buying an estimated $35.3K and bringing the position to 4,020 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Ladenburg Thalmann Financial Services first reported a position in IEDI in Q3 2018 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold IEDI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,020 shares of iShares US Consumer Focused ETF worth $126K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,158 iShares US Consumer Focused ETF shares in Q4 2019, an estimated $35.3K.
  • iShares US Consumer Focused ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2848 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Consumer Focused ETF in Q3 2018 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q4 2019.

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