Ladenburg Thalmann Financial Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3M	Buy	31,689 +22,207	+234%	+$2.03M	0.02%	686
2019 Q3	$842K	Buy	9,482 +5,126	+118%	+$449K	0.01%	1361
2019 Q2	$375K	Buy	4,356 +1,536	+54%	+$130K	﹤0.01%	1972
2019 Q1	$234K	Buy	2,820 +56	+2%	+$4.44K	﹤0.01%	2279
2018 Q4	$202K	Sell	2,764 -2,024	-42%	-$159K	﹤0.01%	2242
2018 Q3	$400K	Buy	4,788 +4,277	+837%	+$349K	﹤0.01%	1778
2018 Q2	$39K	Hold	511	–	–	﹤0.01%	3428
2018 Q1	$39K	Buy	511 +11	+2%	+$861	﹤0.01%	3428
2017 Q4	$39K	Buy	+500	New	+$37.6K	﹤0.01%	3389

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 234% in Q4 2019, buying an estimated $2.03M and bringing the position to 31,689 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #686.

Ladenburg Thalmann Financial Services first reported a position in QUS in Q4 2017 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold QUS as of Q4 2019.

Ladenburg Thalmann Financial Services held 31,689 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $3M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 22,207 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2019, an estimated $2.03M.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #686 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2017 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2019.

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