LTFS
MHE

Ladenburg Thalmann Financial Services’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio MHE Stock Details MHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$16K Buy
1,249
+8
+0.6% +$107 ﹤0.01% 4271
2019
Q3 		$16K Buy
1,241
+5
+0.4% +$65 ﹤0.01% 4178
2019
Q2 		$16K Buy
1,236
+7
+0.6% +$89 ﹤0.01% 4208
2019
Q1 		$15K Buy
+1,229
New +$14.9K ﹤0.01% 4190

Other funds holding MHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its BlackRock Massachusetts Tax-Exempt Trust (MHE) stake by 0.64% in Q4 2019, buying an estimated $107 and bringing the position to 1,249 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4271.

Ladenburg Thalmann Financial Services first reported a position in MHE in Q1 2019 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold MHE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,249 shares of BlackRock Massachusetts Tax-Exempt Trust worth $16K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 8 BlackRock Massachusetts Tax-Exempt Trust shares in Q4 2019, an estimated $107.
  • BlackRock Massachusetts Tax-Exempt Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4271 holding.
  • Ladenburg Thalmann Financial Services first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q1 2019 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q4 2019.

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