PFG
LTS

Piershale Financial Group’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

Piershale Financial Group’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
2015
Q3 		– Sell
-117
Closed – – 174
2015
Q2 		$0 Hold
117
– – ﹤0.01% 157
2015
Q1 		$0 Hold
117
– – ﹤0.01% 183
2014
Q4 		$0 Hold
117
– – ﹤0.01% 177
2014
Q3 		$0 Hold
117
– – ﹤0.01% 208
2014
Q2 		$0 Hold
117
– – ﹤0.01% 206
2014
Q1 		$0 Sell
117
-117
-50% -$329 ﹤0.01% 187
2013
Q4 		$1K Buy
+234
New +$589 ﹤0.01% 133

Other funds holding LTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Piershale Financial Group's LTS Position: Q3 2015 in Review

Piershale Financial Group sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q3 2015, closing a stake of 117 shares.

Piershale Financial Group first reported a position in LTS in Q4 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2013. 76 funds tracked by Wall St. Rank hold LTS as of Q3 2015.

  • Piershale Financial Group reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q3 2015 after selling out during the quarter.
  • Piershale Financial Group sold 117 Ladenburg Thalmann Financial Services Inc shares in Q3 2015.
  • Piershale Financial Group first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2013 and held it in 7 quarters.
  • Piershale Financial Group's Ladenburg Thalmann Financial Services Inc position peaked at $1K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q3 2015.

Based on Piershale Financial Group's 13F filing for Q3 2015, filed 27 Oct 2015.