Ladenburg Thalmann Financial Services’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-2,082	Closed	-$39K	–	4991
2016 Q2	$39K	Hold	2,082	–	–	﹤0.01%	2884
2016 Q1	$22K	Hold	2,082	–	–	﹤0.01%	3196
2015 Q4	$16K	Hold	2,082	–	–	﹤0.01%	3405
2015 Q3	$15K	Hold	2,082	–	–	﹤0.01%	3306
2015 Q2	$18K	Hold	2,082	–	–	﹤0.01%	3320
2015 Q1	$22K	Buy	+2,082	New	+$26.8K	﹤0.01%	3139

Other funds holding USMD

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USMD Position: Q3 2016 in Review

Ladenburg Thalmann Financial Services sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q3 2016, closing a stake of 2,082 shares — an estimated $39K sold.

Ladenburg Thalmann Financial Services first reported a position in USMD in Q1 2015 and held it in 6 quarters. The position peaked at $39K in Q2 2016. 26 funds tracked by Wall St. Rank hold USMD as of Q3 2016.

Ladenburg Thalmann Financial Services reported no remaining USMD HLDGS INC COM STK (DE) position as of Q3 2016 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 2,082 USMD HLDGS INC COM STK (DE) shares in Q3 2016, an estimated $39K.
Ladenburg Thalmann Financial Services first reported a position in USMD HLDGS INC COM STK (DE) in Q1 2015 and held it in 6 quarters.
Ladenburg Thalmann Financial Services's USMD HLDGS INC COM STK (DE) position peaked at $39K in Q2 2016.
26 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q3 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2016, filed 14 Nov 2016.