LTFS
MOM

Ladenburg Thalmann Financial Services’s AGFiQ U.S. Market Neutral Momentum Fund MOM Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio MOM Stock Details MOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-90
Closed -$2K – 5027
2017
Q1 		$2K Hold
90
– – ﹤0.01% 4623
2016
Q4 		$2K Buy
+90
New +$2.09K ﹤0.01% 4578

Other funds holding MOM

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MOM Position: Q2 2017 in Review

Ladenburg Thalmann Financial Services sold out of AGFiQ U.S. Market Neutral Momentum Fund (MOM) in Q2 2017, closing a stake of 90 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in MOM in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 7 funds tracked by Wall St. Rank hold MOM as of Q2 2017.

  • Ladenburg Thalmann Financial Services reported no remaining AGFiQ U.S. Market Neutral Momentum Fund position as of Q2 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 90 AGFiQ U.S. Market Neutral Momentum Fund shares in Q2 2017, an estimated $2K.
  • Ladenburg Thalmann Financial Services first reported a position in AGFiQ U.S. Market Neutral Momentum Fund in Q4 2016 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's AGFiQ U.S. Market Neutral Momentum Fund position peaked at $2K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Momentum Fund as of Q2 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.