Ladenburg Thalmann Financial Services’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$521K	Hold	9,987	–	–	﹤0.01%	1778
2019 Q3	$522K	Sell	9,987 -29	-0.3%	-$1.51K	﹤0.01%	1730
2019 Q2	$520K	Buy	10,016 +710	+8%	+$36.1K	﹤0.01%	1715
2019 Q1	$471K	Hold	9,306	–	–	﹤0.01%	1736
2018 Q4	$455K	Buy	9,306 +824	+10%	+$40.1K	﹤0.01%	1605
2018 Q3	$415K	Hold	8,482	–	–	﹤0.01%	1751
2018 Q2	$420K	Hold	8,482	–	–	﹤0.01%	1675
2018 Q1	$420K	Buy	8,482 +6,982	+465%	+$348K	﹤0.01%	1675
2017 Q4	$76K	Buy	+1,500	New	+$76.5K	﹤0.01%	2926

Other funds holding SKOR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

CFGS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) position steady in Q4 2019 at 9,987 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Ladenburg Thalmann Financial Services first reported a position in SKOR in Q4 2017 and has held it in 9 quarters since. The position peaked at $522K in Q3 2019. 14 funds tracked by Wall St. Rank hold SKOR as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,987 shares of FlexShares Credit-Scored US Corporate Bond Index Fund worth $521K as of Q4 2019.
Ladenburg Thalmann Financial Services left its FlexShares Credit-Scored US Corporate Bond Index Fund share count unchanged in Q4 2019.
FlexShares Credit-Scored US Corporate Bond Index Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1778 holding.
Ladenburg Thalmann Financial Services first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $522K in Q3 2019.
14 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q4 2019.

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