MWA
LTS

Meridian Wealth Advisors’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Meridian Wealth Advisors’s Portfolio LTS Stock Details LTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-194
Closed – – 443
2018
Q4 		$0 Buy
+194
New +$519 ﹤0.01% 459

Other funds holding LTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Meridian Wealth Advisors's LTS Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2019, closing a stake of 194 shares.

Meridian Wealth Advisors first reported a position in LTS in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 98 funds tracked by Wall St. Rank hold LTS as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 194 Ladenburg Thalmann Financial Services Inc shares in Q1 2019.
  • Meridian Wealth Advisors first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Ladenburg Thalmann Financial Services Inc position peaked at $0 in Q4 2018.
  • 98 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.