Ladenburg Thalmann Financial Services’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$78K	Sell	2,432 -228	-9%	-$7.23K	﹤0.01%	3201
2019 Q3	$82K	Sell	2,660 -200	-7%	-$6.04K	﹤0.01%	3080
2019 Q2	$89K	Sell	2,860 -312	-10%	-$9.67K	﹤0.01%	3051
2019 Q1	$99K	Hold	3,172	–	–	﹤0.01%	2887
2018 Q4	$90K	Sell	3,172 -1,723	-35%	-$52.6K	﹤0.01%	2821
2018 Q3	$161K	Sell	4,895 -4,314	-47%	-$142K	﹤0.01%	2481
2018 Q2	$315K	Hold	9,209	–	–	﹤0.01%	1904
2018 Q1	$315K	Buy	9,209 +4,008	+77%	+$140K	﹤0.01%	1904
2017 Q4	$177K	Buy	+5,201	New	+$184K	﹤0.01%	2293

Other funds holding MOTI

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

BFO

Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its VanEck Morningstar International Moat ETF (MOTI) stake by 8.6% in Q4 2019, selling an estimated $7.23K and leaving 2,432 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Ladenburg Thalmann Financial Services first reported a position in MOTI in Q4 2017 and has held it in 9 quarters since. The position peaked at $315K in Q2 2018. 25 funds tracked by Wall St. Rank hold MOTI as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,432 shares of VanEck Morningstar International Moat ETF worth $78K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 228 VanEck Morningstar International Moat ETF shares in Q4 2019, an estimated $7.23K.
VanEck Morningstar International Moat ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3201 holding.
Ladenburg Thalmann Financial Services first reported a position in VanEck Morningstar International Moat ETF in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's VanEck Morningstar International Moat ETF position peaked at $315K in Q2 2018.
25 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q4 2019.

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