Ladenburg Thalmann Financial Services’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$12K	Hold	250	–	–	﹤0.01%	4414
2019 Q3	$12K	Hold	250	–	–	﹤0.01%	4315
2019 Q2	$12K	Sell	250 -5,463	-96%	-$269K	﹤0.01%	4355
2019 Q1	$281K	Hold	5,713	–	–	﹤0.01%	2148
2018 Q4	$278K	Hold	5,713	–	–	﹤0.01%	1975
2018 Q3	$279K	Sell	5,713 -1,000	-15%	-$48.8K	﹤0.01%	2046
2018 Q2	$330K	Hold	6,713	–	–	﹤0.01%	1869
2018 Q1	$330K	Buy	+6,713	New	+$330K	﹤0.01%	1869
2017 Q4	–	Sell	-1,000	Closed	-$50K	–	5109
2017 Q3	$50K	Hold	1,000	–	–	﹤0.01%	3093
2017 Q2	$50K	Hold	1,000	–	–	﹤0.01%	3026
2017 Q1	$50K	Hold	1,000	–	–	﹤0.01%	2917
2016 Q4	$50K	Hold	1,000	–	–	﹤0.01%	2849
2016 Q3	$51K	Buy	+1,000	New	+$50.5K	﹤0.01%	2769

Other funds holding STOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) position steady in Q4 2019 at 250 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4414.

Ladenburg Thalmann Financial Services first reported a position in STOT in Q3 2016 and has held it in 13 quarters since. The position peaked at $330K in Q2 2018. 39 funds tracked by Wall St. Rank hold STOT as of Q4 2019.

Ladenburg Thalmann Financial Services held 250 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $12K as of Q4 2019.
Ladenburg Thalmann Financial Services left its State Street DoubleLine Short Duration Total Return Tactical ETF share count unchanged in Q4 2019.
State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4414 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2016 and has held it in 13 quarters since.
Ladenburg Thalmann Financial Services's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $330K in Q2 2018.
39 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2019.

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