Ladenburg Thalmann Financial Services’s Western Asset Worldwide Income SBW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-13,474
Closed -$157K 5079
2016
Q3
$157K Buy
13,474
+354
+3% +$4.08K ﹤0.01% 1920
2016
Q2
$144K Buy
13,120
+6,548
+100% +$69.4K ﹤0.01% 1894
2016
Q1
$68K Sell
6,572
-3
-0% -$30 ﹤0.01% 2366
2015
Q4
$66K Sell
6,575
-503
-7% -$5.07K ﹤0.01% 2376
2015
Q3
$70K Sell
7,078
-7
-0.1% -$72 ﹤0.01% 2249
2015
Q2
$77K Buy
7,085
+95
+1% +$1.08K ﹤0.01% 2293
2015
Q1
$79K Hold
6,990
﹤0.01% 2238
2014
Q4
$80K Buy
6,990
+1,540
+28% +$18.2K ﹤0.01% 2049
2014
Q3
$67K Hold
5,450
﹤0.01% 1847
2014
Q2
$72K Hold
5,450
﹤0.01% 1812
2014
Q1
$67K Hold
5,450
﹤0.01% 1759
2013
Q4
$66K Hold
5,450
﹤0.01% 1733
2013
Q3
$69K Hold
5,450
﹤0.01% 1613
2013
Q2
$71K Buy
+5,450
New +$79.4K ﹤0.01% 1490

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

Ladenburg Thalmann Financial Services sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 13,474 shares — an estimated $157K sold.

Ladenburg Thalmann Financial Services first reported a position in SBW in Q2 2013 and held it in 14 quarters. The position peaked at $157K in Q3 2016. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

  • Ladenburg Thalmann Financial Services reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 13,474 Western Asset Worldwide Income shares in Q4 2016, an estimated $157K.
  • Ladenburg Thalmann Financial Services first reported a position in Western Asset Worldwide Income in Q2 2013 and held it in 14 quarters.
  • Ladenburg Thalmann Financial Services's Western Asset Worldwide Income position peaked at $157K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

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