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Ladenburg Thalmann Financial Services’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$40K Hold
1,204
– – ﹤0.01% 3679
2019
Q3 		$38K Buy
1,204
+89
+8% +$2.75K ﹤0.01% 3627
2019
Q2 		$34K Buy
+1,115
New +$33.5K ﹤0.01% 3730

Other funds holding YLDE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its ClearBridge Dividend Strategy ESG ETF (YLDE) position steady in Q4 2019 at 1,204 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Ladenburg Thalmann Financial Services first reported a position in YLDE in Q2 2019 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold YLDE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,204 shares of ClearBridge Dividend Strategy ESG ETF worth $40K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its ClearBridge Dividend Strategy ESG ETF share count unchanged in Q4 2019.
  • ClearBridge Dividend Strategy ESG ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3679 holding.
  • Ladenburg Thalmann Financial Services first reported a position in ClearBridge Dividend Strategy ESG ETF in Q2 2019 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2019.

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