LTFS
OIL

Ladenburg Thalmann Financial Services’s iPath Series B S&P GSCI Crude Oil ETN OIL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio OIL Stock Details OIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$55K Buy
4,382
+1,382
+46% +$16.1K ﹤0.01% 3472
2019
Q3 		$33K Buy
3,000
+1,000
+50% +$11.5K ﹤0.01% 3724
2019
Q2 		$24K Hold
2,000
– – ﹤0.01% 3956
2019
Q1 		$25K Buy
2,000
+1,000
+100% +$11.3K ﹤0.01% 3876
2018
Q4 		$9K Buy
+1,000
New +$12.3K ﹤0.01% 4377

Other funds holding OIL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iPath Series B S&P GSCI Crude Oil ETN (OIL) stake by 46% in Q4 2019, buying an estimated $16.1K and bringing the position to 4,382 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

Ladenburg Thalmann Financial Services first reported a position in OIL in Q4 2018 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold OIL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,382 shares of iPath Series B S&P GSCI Crude Oil ETN worth $55K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,382 iPath Series B S&P GSCI Crude Oil ETN shares in Q4 2019, an estimated $16.1K.
  • iPath Series B S&P GSCI Crude Oil ETN made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3472 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iPath Series B S&P GSCI Crude Oil ETN in Q4 2018 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held iPath Series B S&P GSCI Crude Oil ETN as of Q4 2019.

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