Ladenburg Thalmann Financial Services’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2K	Sell	62 -995	-94%	-$30.3K	﹤0.01%	5079
2019 Q3	$32K	Sell	1,057 -1,183	-53%	-$34.9K	﹤0.01%	3733
2019 Q2	$65K	Sell	2,240 -223	-9%	-$6.37K	﹤0.01%	3274
2019 Q1	$70K	Buy	2,463 +11	+0.4%	+$300	﹤0.01%	3155
2018 Q4	$62K	Sell	2,452 -1,336	-35%	-$36.9K	﹤0.01%	3115
2018 Q3	$113K	Buy	3,788 +3,695	+3,973%	+$108K	﹤0.01%	2729
2018 Q2	$3K	Hold	93	–	–	﹤0.01%	4765
2018 Q1	$3K	Sell	93 -683	-88%	-$19.2K	﹤0.01%	4765
2017 Q4	$21K	Buy	+776	New	+$20.8K	﹤0.01%	3765

Other funds holding MFUS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

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

TAM

Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 94% in Q4 2019, selling an estimated $30.3K and leaving 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Ladenburg Thalmann Financial Services first reported a position in MFUS in Q4 2017 and has held it in 9 quarters since. The position peaked at $113K in Q3 2018. 12 funds tracked by Wall St. Rank hold MFUS as of Q4 2019.

Ladenburg Thalmann Financial Services held 62 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $2K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 995 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q4 2019, an estimated $30.3K.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5079 holding.
Ladenburg Thalmann Financial Services first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $113K in Q3 2018.
12 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q4 2019.

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