Ladenburg Thalmann Financial Services’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-146,034
Closed -$4.45M 5159
2016
Q3
$4.45M Buy
146,034
+92,359
+172% +$2.79M 0.07% 261
2016
Q2
$1.54M Buy
+53,675
New +$1.57M 0.02% 562

Ladenburg Thalmann Financial Services's XLFS Position: Q4 2016 in Review

Ladenburg Thalmann Financial Services sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 146,034 shares — an estimated $4.45M sold.

Ladenburg Thalmann Financial Services first reported a position in XLFS in Q2 2016 and held it in 2 quarters. The position peaked at $4.45M in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • Ladenburg Thalmann Financial Services reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 146,034 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $4.45M.
  • Ladenburg Thalmann Financial Services first reported a position in Financial Services Select Sector SPDR Fund in Q2 2016 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's Financial Services Select Sector SPDR Fund position peaked at $4.45M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2016, filed 14 Feb 2017.