Ladenburg Thalmann Financial Services’s Kraneshares MSCI One Belt One Road Index ETF OBOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6K	Sell	250 -475	-66%	-$11.3K	﹤0.01%	4707
2019 Q3	$16K	Sell	725 -294	-29%	-$6.72K	﹤0.01%	4164
2019 Q2	$24K	Buy	1,019 +340	+50%	+$7.89K	﹤0.01%	3944
2019 Q1	$16K	Sell	679 -326	-32%	-$7.48K	﹤0.01%	4141
2018 Q4	$22K	Buy	1,005 +24	+2%	+$537	﹤0.01%	3819
2018 Q3	$23K	Hold	981	–	–	﹤0.01%	3829
2018 Q2	$26K	Hold	981	–	–	﹤0.01%	3677
2018 Q1	$26K	Buy	+981	New	+$26.1K	﹤0.01%	3677

Other funds holding OBOR

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its Kraneshares MSCI One Belt One Road Index ETF (OBOR) stake by 66% in Q4 2019, selling an estimated $11.3K and leaving 250 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4707.

Ladenburg Thalmann Financial Services first reported a position in OBOR in Q1 2018 and has held it in 8 quarters since. The position peaked at $26K in Q2 2018. 10 funds tracked by Wall St. Rank hold OBOR as of Q4 2019.

Ladenburg Thalmann Financial Services held 250 shares of Kraneshares MSCI One Belt One Road Index ETF worth $6K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 475 Kraneshares MSCI One Belt One Road Index ETF shares in Q4 2019, an estimated $11.3K.
Kraneshares MSCI One Belt One Road Index ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4707 holding.
Ladenburg Thalmann Financial Services first reported a position in Kraneshares MSCI One Belt One Road Index ETF in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's Kraneshares MSCI One Belt One Road Index ETF position peaked at $26K in Q2 2018.
10 funds tracked by Wall St. Rank held Kraneshares MSCI One Belt One Road Index ETF as of Q4 2019.

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