Ladenburg Thalmann Financial Services’s Income Opportunity Realty Investors IOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4K	Hold	300	–	–	﹤0.01%	4859
2019 Q3	$4K	Hold	300	–	–	﹤0.01%	4769
2019 Q2	$4K	Hold	300	–	–	﹤0.01%	4776
2019 Q1	$3K	Buy	+300	New	+$3.29K	﹤0.01%	4824

Other funds holding IOR

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services held its Income Opportunity Realty Investors (IOR) position steady in Q4 2019 at 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4859.

Ladenburg Thalmann Financial Services first reported a position in IOR in Q1 2019 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold IOR as of Q4 2019.

Ladenburg Thalmann Financial Services held 300 shares of Income Opportunity Realty Investors worth $4K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Income Opportunity Realty Investors share count unchanged in Q4 2019.
Income Opportunity Realty Investors made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4859 holding.
Ladenburg Thalmann Financial Services first reported a position in Income Opportunity Realty Investors in Q1 2019 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q4 2019.

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