Ladenburg Thalmann Financial Services’s MONTGOMERY STR INCOME SECS MTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-200
Closed -$3K 4934
2015
Q3
$3K Hold
200
﹤0.01% 4209
2015
Q2
$3K Buy
+200
New +$3.32K ﹤0.01% 4297

Ladenburg Thalmann Financial Services's MTS Position: Q4 2015 in Review

Ladenburg Thalmann Financial Services sold out of MONTGOMERY STR INCOME SECS (MTS) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Ladenburg Thalmann Financial Services first reported a position in MTS in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 0 funds tracked by Wall St. Rank hold MTS as of Q4 2015.

  • Ladenburg Thalmann Financial Services reported no remaining MONTGOMERY STR INCOME SECS position as of Q4 2015 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 200 MONTGOMERY STR INCOME SECS shares in Q4 2015, an estimated $3K.
  • Ladenburg Thalmann Financial Services first reported a position in MONTGOMERY STR INCOME SECS in Q2 2015 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's MONTGOMERY STR INCOME SECS position peaked at $3K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held MONTGOMERY STR INCOME SECS as of Q4 2015.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2015, filed 16 Feb 2016.