Ladenburg Thalmann Financial Services’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$38K	Hold	555	–	–	﹤0.01%	3717
2019 Q3	$38K	Hold	555	–	–	﹤0.01%	3632
2019 Q2	$36K	Hold	555	–	–	﹤0.01%	3686
2019 Q1	$37K	Hold	555	–	–	﹤0.01%	3619
2018 Q4	$35K	Hold	555	–	–	﹤0.01%	3515
2018 Q3	$38K	Buy	555 +190	+52%	+$12.8K	﹤0.01%	3511
2018 Q2	$26K	Hold	365	–	–	﹤0.01%	3687
2018 Q1	$26K	Hold	365	–	–	﹤0.01%	3687
2017 Q4	$25K	Hold	365	–	–	﹤0.01%	3661
2017 Q3	$23K	Hold	365	–	–	﹤0.01%	3609
2017 Q2	$23K	Hold	365	–	–	﹤0.01%	3537
2017 Q1	$22K	Buy	+365	New	+$21.6K	﹤0.01%	3507

Other funds holding JPMV

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its iShares Edge MSCI Min Vol Japan ETF (JPMV) position steady in Q4 2019 at 555 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

Ladenburg Thalmann Financial Services first reported a position in JPMV in Q1 2017 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold JPMV as of Q4 2019.

Ladenburg Thalmann Financial Services held 555 shares of iShares Edge MSCI Min Vol Japan ETF worth $38K as of Q4 2019.
Ladenburg Thalmann Financial Services left its iShares Edge MSCI Min Vol Japan ETF share count unchanged in Q4 2019.
iShares Edge MSCI Min Vol Japan ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3717 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q1 2017 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q4 2019.

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