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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
– Sell
-15,823
Closed -$55K – 2278
2019
Q4
$55K Sell
15,823
-1,751
-10% -$5.08K ﹤0.01% 2209
2019
Q3
$42K Buy
17,574
+3,748
+27% +$9.79K ﹤0.01% 2217
2019
Q2
$47K Sell
13,826
-618
-4% -$2.14K ﹤0.01% 2209
2019
Q1
$41K Sell
14,444
-4,321
-23% -$12.6K ﹤0.01% 2187
2018
Q4
$44K Sell
18,765
-3,823
-17% -$10.2K ﹤0.01% 2208
2018
Q3
$61K Buy
22,588
+4,106
+22% +$13.2K ﹤0.01% 2258
2018
Q2
$63K Buy
18,482
+1,831
+11% +$6.42K ﹤0.01% 2243
2018
Q1
$54K Buy
+16,651
New +$54K ﹤0.01% 2179

Principal Financial Group's LTS Position: Q1 2020 in Review

Principal Financial Group sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2020, closing a stake of 15,823 shares — an estimated $55K sold.

Principal Financial Group first reported a position in LTS in Q1 2018 and held it in 8 quarters. The position peaked at $63K in Q2 2018. 0 funds tracked by Wall St. Rank hold LTS as of Q1 2020.

  • Principal Financial Group reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2020 after selling out during the quarter.
  • Principal Financial Group sold 15,823 Ladenburg Thalmann Financial Services Inc shares in Q1 2020, an estimated $55K.
  • Principal Financial Group first reported a position in Ladenburg Thalmann Financial Services Inc in Q1 2018 and held it in 8 quarters.
  • Principal Financial Group's Ladenburg Thalmann Financial Services Inc position peaked at $63K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2020.

Based on Principal Financial Group's 13F filing for Q1 2020, filed 12 May 2020.