LTFS
INC

Ladenburg Thalmann Financial Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,271
Closed -$1.43M – 5398
2017
Q4 		$1.43M Buy
14,271
+7,230
+103% +$724K 0.01% 857
2017
Q3 		$710K Buy
7,041
+711
+11% +$71.7K 0.01% 1219
2017
Q2 		$636K Buy
6,330
+1,403
+28% +$141K 0.01% 1229
2017
Q1 		$491K Buy
4,927
+90
+2% +$8.97K 0.01% 1330
2016
Q4 		$479K Buy
4,837
+3,112
+180% +$308K 0.01% 1282
2016
Q3 		$175K Sell
1,725
-100
-5% -$10.1K ﹤0.01% 1849
2016
Q2 		$183K Buy
1,825
+45
+3% +$4.45K ﹤0.01% 1742
2016
Q1 		$175K Hold
1,780
– – ﹤0.01% 1700
2015
Q4 		$173K Buy
+1,780
New +$174K ﹤0.01% 1676

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ladenburg Thalmann Financial Services's INC Position: Q1 2018 in Review

Ladenburg Thalmann Financial Services sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 14,271 shares — an estimated $1.43M sold.

Ladenburg Thalmann Financial Services first reported a position in INC in Q4 2015 and held it in 9 quarters. The position peaked at $1.43M in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Ladenburg Thalmann Financial Services reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 14,271 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $1.43M.
  • Ladenburg Thalmann Financial Services first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2015 and held it in 9 quarters.
  • Ladenburg Thalmann Financial Services's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.43M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2018, filed 15 May 2018.