Ladenburg Thalmann Financial Services’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$11K	Hold	75	–	–	﹤0.01%	4453
2019 Q3	$10K	Hold	75	–	–	﹤0.01%	4403
2019 Q2	$10K	Hold	75	–	–	﹤0.01%	4443
2019 Q1	$10K	Hold	75	–	–	﹤0.01%	4374
2018 Q4	$10K	Hold	75	–	–	﹤0.01%	4287
2018 Q3	$10K	Sell	75 -110	-59%	-$15.1K	﹤0.01%	4297
2018 Q2	$28K	Hold	185	–	–	﹤0.01%	3641
2018 Q1	$28K	Sell	185 -125	-40%	-$19.5K	﹤0.01%	3641
2017 Q4	$49K	Sell	310 -45	-13%	-$7.1K	﹤0.01%	3234
2017 Q3	$56K	Buy	355 +95	+37%	+$15.6K	﹤0.01%	3003
2017 Q2	$43K	Buy	260 +115	+79%	+$19.8K	﹤0.01%	3138
2017 Q1	$27K	Sell	145 -75	-34%	-$13.3K	﹤0.01%	3359
2016 Q4	$36K	Hold	220	–	–	﹤0.01%	3084
2016 Q3	$44K	Hold	220	–	–	﹤0.01%	2877
2016 Q2	$47K	Buy	220 +75	+52%	+$15K	﹤0.01%	2718
2016 Q1	$28K	Hold	145	–	–	﹤0.01%	3024
2015 Q4	$27K	Buy	+145	New	+$28.8K	﹤0.01%	3009

Other funds holding SLVO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) position steady in Q4 2019 at 75 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

Ladenburg Thalmann Financial Services first reported a position in SLVO in Q4 2015 and has held it in 17 quarters since. The position peaked at $56K in Q3 2017. 11 funds tracked by Wall St. Rank hold SLVO as of Q4 2019.

Ladenburg Thalmann Financial Services held 75 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $11K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 share count unchanged in Q4 2019.
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4453 holding.
Ladenburg Thalmann Financial Services first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2015 and has held it in 17 quarters since.
Ladenburg Thalmann Financial Services's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $56K in Q3 2017.
11 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2019.

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