LTFS
PERM

Ladenburg Thalmann Financial Services’s Global X Permanent ETF PERM Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PERM Stock Details PERM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,828
Closed -$47K – 5145
2016
Q3 		$47K Hold
1,828
– – ﹤0.01% 2833
2016
Q2 		$46K Hold
1,828
– – ﹤0.01% 2741
2016
Q1 		$45K Buy
1,828
+20
+1% +$475 ﹤0.01% 2690
2015
Q4 		$42K Hold
1,808
– – ﹤0.01% 2699
2015
Q3 		$42K Buy
+1,808
New +$43K ﹤0.01% 2597

Other funds holding PERM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PERM Position: Q4 2016 in Review

Ladenburg Thalmann Financial Services sold out of Global X Permanent ETF (PERM) in Q4 2016, closing a stake of 1,828 shares — an estimated $47K sold.

Ladenburg Thalmann Financial Services first reported a position in PERM in Q3 2015 and held it in 5 quarters. The position peaked at $47K in Q3 2016. 6 funds tracked by Wall St. Rank hold PERM as of Q4 2016.

  • Ladenburg Thalmann Financial Services reported no remaining Global X Permanent ETF position as of Q4 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,828 Global X Permanent ETF shares in Q4 2016, an estimated $47K.
  • Ladenburg Thalmann Financial Services first reported a position in Global X Permanent ETF in Q3 2015 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's Global X Permanent ETF position peaked at $47K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q4 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2016, filed 14 Feb 2017.