Ladenburg Thalmann Financial Services’s SPDR S&P International Energy Sector IPW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,882	Closed	-$34K	–	5197
2017 Q1	$34K	Hold	1,882	–	–	﹤0.01%	3214
2016 Q4	$35K	Hold	1,882	–	–	﹤0.01%	3115
2016 Q3	$33K	Hold	1,882	–	–	﹤0.01%	3086
2016 Q2	$33K	Hold	1,882	–	–	﹤0.01%	3009
2016 Q1	$30K	Hold	1,882	–	–	﹤0.01%	2982
2015 Q4	$29K	Hold	1,882	–	–	﹤0.01%	2975
2015 Q3	$29K	Sell	1,882 -381	-17%	-$6.61K	﹤0.01%	2868
2015 Q2	$44K	Hold	2,263	–	–	﹤0.01%	2682
2015 Q1	$44K	Hold	2,263	–	–	﹤0.01%	2659
2014 Q4	$47K	Buy	2,263 +1,882	+494%	+$42.5K	﹤0.01%	2410
2014 Q3	$10K	Hold	381	–	–	﹤0.01%	3138
2014 Q2	$11K	Hold	381	–	–	﹤0.01%	3066
2014 Q1	$10K	Hold	381	–	–	﹤0.01%	2998
2013 Q4	$10K	Hold	381	–	–	﹤0.01%	2971
2013 Q3	$10K	Hold	381	–	–	﹤0.01%	2894
2013 Q2	$9K	Buy	+381	New	+$9.29K	﹤0.01%	2816

Other funds holding IPW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IPW Position: Q2 2017 in Review

Ladenburg Thalmann Financial Services sold out of SPDR S&P International Energy Sector (IPW) in Q2 2017, closing a stake of 1,882 shares — an estimated $34K sold.

Ladenburg Thalmann Financial Services first reported a position in IPW in Q2 2013 and held it in 16 quarters. The position peaked at $47K in Q4 2014. 16 funds tracked by Wall St. Rank hold IPW as of Q2 2017.

Ladenburg Thalmann Financial Services reported no remaining SPDR S&P International Energy Sector position as of Q2 2017 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 1,882 SPDR S&P International Energy Sector shares in Q2 2017, an estimated $34K.
Ladenburg Thalmann Financial Services first reported a position in SPDR S&P International Energy Sector in Q2 2013 and held it in 16 quarters.
Ladenburg Thalmann Financial Services's SPDR S&P International Energy Sector position peaked at $47K in Q4 2014.
16 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q2 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.