Ladenburg Thalmann Financial Services’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$41K	Buy	1,258 +501	+66%	+$15.6K	﹤0.01%	3666
2019 Q3	$23K	Hold	757	–	–	﹤0.01%	3956
2019 Q2	$23K	Hold	757	–	–	﹤0.01%	3971
2019 Q1	$21K	Hold	757	–	–	﹤0.01%	3967
2018 Q4	$18K	Buy	757 +1	+0.1%	+$27	﹤0.01%	3938
2018 Q3	$24K	Buy	756 +632	+510%	+$19.3K	﹤0.01%	3807
2018 Q2	$4K	Hold	124	–	–	﹤0.01%	4679
2018 Q1	$4K	Buy	+124	New	+$3.77K	﹤0.01%	4679

Other funds holding SIMS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) stake by 66% in Q4 2019, buying an estimated $15.6K and bringing the position to 1,258 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Ladenburg Thalmann Financial Services first reported a position in SIMS in Q1 2018 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold SIMS as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,258 shares of State Street SPDR S&P Kensho Intelligent Structures ETF worth $41K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 501 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q4 2019, an estimated $15.6K.
State Street SPDR S&P Kensho Intelligent Structures ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3666 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2018 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q4 2019.

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