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Ladenburg Thalmann Financial Services’s iShares Russell 2500 ETF SMMD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$24K Hold
500
– – ﹤0.01% 4042
2019
Q3 		$22K Hold
500
– – ﹤0.01% 3989
2019
Q2 		$23K Hold
500
– – ﹤0.01% 3972
2019
Q1 		$22K Buy
+500
New +$21.5K ﹤0.01% 3941

Other funds holding SMMD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its iShares Russell 2500 ETF (SMMD) position steady in Q4 2019 at 500 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4042.

Ladenburg Thalmann Financial Services first reported a position in SMMD in Q1 2019 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold SMMD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 500 shares of iShares Russell 2500 ETF worth $24K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its iShares Russell 2500 ETF share count unchanged in Q4 2019.
  • iShares Russell 2500 ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4042 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Russell 2500 ETF in Q1 2019 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q4 2019.

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