Ladenburg Thalmann Financial Services’s The Long-Term Care ETF OLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$297K	Sell	9,687 -6,170	-39%	-$188K	﹤0.01%	2212
2019 Q3	$490K	Buy	15,857 +8,971	+130%	+$270K	﹤0.01%	1783
2019 Q2	$197K	Sell	6,886 -765	-10%	-$21.2K	﹤0.01%	2483
2019 Q1	$214K	Buy	7,651 +975	+15%	+$26.6K	﹤0.01%	2349
2018 Q4	$168K	Buy	6,676 +2,753	+70%	+$72.1K	﹤0.01%	2363
2018 Q3	$104K	Buy	3,923 +935	+31%	+$24.7K	﹤0.01%	2800
2018 Q2	$68K	Hold	2,988	–	–	﹤0.01%	3049
2018 Q1	$68K	Hold	2,988	–	–	﹤0.01%	3049
2017 Q4	$71K	Buy	2,988 +108	+4%	+$2.67K	﹤0.01%	2989
2017 Q3	$73K	Sell	2,880 -6,464	-69%	-$168K	﹤0.01%	2813
2017 Q2	$250K	Buy	9,344 +537	+6%	+$14K	﹤0.01%	1864
2017 Q1	$220K	Buy	+8,807	New	+$213K	﹤0.01%	1840

Other funds holding OLD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its The Long-Term Care ETF (OLD) stake by 39% in Q4 2019, selling an estimated $188K and leaving 9,687 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Ladenburg Thalmann Financial Services first reported a position in OLD in Q1 2017 and has held it in 12 quarters since. The position peaked at $490K in Q3 2019. 23 funds tracked by Wall St. Rank hold OLD as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,687 shares of The Long-Term Care ETF worth $297K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 6,170 The Long-Term Care ETF shares in Q4 2019, an estimated $188K.
The Long-Term Care ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2212 holding.
Ladenburg Thalmann Financial Services first reported a position in The Long-Term Care ETF in Q1 2017 and has held it in 12 quarters since.
Ladenburg Thalmann Financial Services's The Long-Term Care ETF position peaked at $490K in Q3 2019.
23 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2019.

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