Ladenburg Thalmann Financial Services’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.42M	Buy	94,350 +19,012	+25%	+$462K	0.02%	768
2019 Q3	$1.7M	Buy	75,338 +60,009	+391%	+$1.42M	0.01%	897
2019 Q2	$370K	Buy	15,329 +12,271	+401%	+$286K	﹤0.01%	1983
2019 Q1	$71K	Buy	+3,058	New	+$67.1K	﹤0.01%	3145

Other funds holding TMFS

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIA

Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services increased its Motley Fool Small-Cap Growth ETF (TMFS) stake by 25% in Q4 2019, buying an estimated $462K and bringing the position to 94,350 shares worth $2.42M. The position accounts for 0.02% of the portfolio, ranked #768.

Ladenburg Thalmann Financial Services first reported a position in TMFS in Q1 2019 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold TMFS as of Q4 2019.

Ladenburg Thalmann Financial Services held 94,350 shares of Motley Fool Small-Cap Growth ETF worth $2.42M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 19,012 Motley Fool Small-Cap Growth ETF shares in Q4 2019, an estimated $462K.
Motley Fool Small-Cap Growth ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #768 holding.
Ladenburg Thalmann Financial Services first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2019 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2019.

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