Ladenburg Thalmann Financial Services’s iQIYI IQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.97M	Sell	92,932 -3,617	-4%	-$66.5K	0.01%	881
2019 Q3	$1.56M	Sell	96,549 -6,166	-6%	-$113K	0.01%	945
2019 Q2	$2.13M	Sell	102,715 -2,851	-3%	-$58.9K	0.02%	780
2019 Q1	$2.53M	Hold	105,566	–	–	0.02%	676
2018 Q4	$1.57M	Sell	105,566 -12,641	-11%	-$264K	0.01%	787
2018 Q3	$3.2M	Buy	118,207 +117,604	+19,503%	+$3.5M	0.03%	543
2018 Q2	$9K	Hold	603	–	–	﹤0.01%	4299
2018 Q1	$9K	Buy	+603	New	+$9.38K	﹤0.01%	4299

Other funds holding IQ

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WFM Asia Road Town, Tortola, British Virgin Islands $663M AUM 15.46% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its iQIYI (IQ) stake by 3.7% in Q4 2019, selling an estimated $66.5K and leaving 92,932 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #881.

Ladenburg Thalmann Financial Services first reported a position in IQ in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.2M in Q3 2018. 234 funds tracked by Wall St. Rank hold IQ as of Q4 2019.

Ladenburg Thalmann Financial Services held 92,932 shares of iQIYI worth $1.97M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 3,617 iQIYI shares in Q4 2019, an estimated $66.5K.
iQIYI made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #881 holding.
Ladenburg Thalmann Financial Services first reported a position in iQIYI in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's iQIYI position peaked at $3.2M in Q3 2018.
234 funds tracked by Wall St. Rank held iQIYI as of Q4 2019.

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