Ladenburg Thalmann Financial Services’s James Purpose Based Investment ETF JPBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-425	Closed	-$8K	–	5505
2018 Q4	$8K	Hold	425	–	–	﹤0.01%	4430
2018 Q3	$11K	Hold	425	–	–	﹤0.01%	4263
2018 Q2	$10K	Hold	425	–	–	﹤0.01%	4272
2018 Q1	$10K	Buy	+425	New	+$10.8K	﹤0.01%	4272

Ladenburg Thalmann Financial Services's JPBI Position: Q1 2019 in Review

Ladenburg Thalmann Financial Services sold out of James Purpose Based Investment ETF (JPBI) in Q1 2019, closing a stake of 425 shares — an estimated $8K sold.

Ladenburg Thalmann Financial Services first reported a position in JPBI in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 0 funds tracked by Wall St. Rank hold JPBI as of Q1 2019.

Ladenburg Thalmann Financial Services reported no remaining James Purpose Based Investment ETF position as of Q1 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 425 James Purpose Based Investment ETF shares in Q1 2019, an estimated $8K.
Ladenburg Thalmann Financial Services first reported a position in James Purpose Based Investment ETF in Q1 2018 and held it in 4 quarters.
Ladenburg Thalmann Financial Services's James Purpose Based Investment ETF position peaked at $11K in Q3 2018.
0 funds tracked by Wall St. Rank held James Purpose Based Investment ETF as of Q1 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2019, filed 15 May 2019.