Ladenburg Thalmann Financial Services’s Stock Split Index Fund TOFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-4,200
Closed -$73K 5259
2017
Q3
$73K Sell
4,200
-325
-7% -$5.51K ﹤0.01% 2815
2017
Q2
$77K Sell
4,525
-325
-7% -$5.42K ﹤0.01% 2686
2017
Q1
$81K Buy
4,850
+3,250
+203% +$53.7K ﹤0.01% 2547
2016
Q4
$26K Sell
1,600
-2,000
-56% -$32K ﹤0.01% 3326
2016
Q3
$54K Hold
3,600
﹤0.01% 2731
2016
Q2
$56K Buy
3,600
+1,100
+44% +$17K ﹤0.01% 2594
2016
Q1
$38K Sell
2,500
-3,500
-58% -$50.7K ﹤0.01% 2805
2015
Q4
$90K Buy
6,000
+4,500
+300% +$71.6K ﹤0.01% 2143
2015
Q3
$23K Hold
1,500
﹤0.01% 3032
2015
Q2
$24K Hold
1,500
﹤0.01% 3124
2015
Q1
$24K Buy
+1,500
New +$23.6K ﹤0.01% 3085

Ladenburg Thalmann Financial Services's TOFR Position: Q4 2017 in Review

Ladenburg Thalmann Financial Services sold out of Stock Split Index Fund (TOFR) in Q4 2017, closing a stake of 4,200 shares — an estimated $73K sold.

Ladenburg Thalmann Financial Services first reported a position in TOFR in Q1 2015 and held it in 11 quarters. The position peaked at $90K in Q4 2015. 0 funds tracked by Wall St. Rank hold TOFR as of Q4 2017.

  • Ladenburg Thalmann Financial Services reported no remaining Stock Split Index Fund position as of Q4 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 4,200 Stock Split Index Fund shares in Q4 2017, an estimated $73K.
  • Ladenburg Thalmann Financial Services first reported a position in Stock Split Index Fund in Q1 2015 and held it in 11 quarters.
  • Ladenburg Thalmann Financial Services's Stock Split Index Fund position peaked at $90K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Stock Split Index Fund as of Q4 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2017, filed 14 Feb 2018.