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

Reilly Financial 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 Q3	–	Sell	-20	Closed	–	–	1008
2019 Q2	$0	Hold	20	–	–	﹤0.01%	1033
2019 Q1	$0	Hold	20	–	–	﹤0.01%	1015
2018 Q4	$0	Hold	20	–	–	﹤0.01%	1060
2018 Q3	$0	Hold	20	–	–	﹤0.01%	1070
2018 Q2	$0	Hold	20	–	–	﹤0.01%	1044
2018 Q1	$0	Hold	20	–	–	﹤0.01%	1091
2017 Q4	$0	Hold	20	–	–	﹤0.01%	1053
2017 Q3	$0	Hold	20	–	–	﹤0.01%	1034
2017 Q2	$0	Hold	20	–	–	﹤0.01%	990
2017 Q1	$0	Hold	20	–	–	﹤0.01%	979
2016 Q4	$0	Hold	20	–	–	﹤0.01%	936
2016 Q3	$0	Hold	20	–	–	﹤0.01%	913
2016 Q2	$0	Buy	+20	New	+$50	﹤0.01%	1021

Other funds holding LTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Reilly Financial Advisors's LTS Position: Q3 2019 in Review

Reilly Financial Advisors sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q3 2019, closing a stake of 20 shares.

Reilly Financial Advisors first reported a position in LTS in Q2 2016 and held it in 13 quarters. The position peaked at $0 in Q2 2019. 97 funds tracked by Wall St. Rank hold LTS as of Q3 2019.

Reilly Financial Advisors reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 20 Ladenburg Thalmann Financial Services Inc shares in Q3 2019.
Reilly Financial Advisors first reported a position in Ladenburg Thalmann Financial Services Inc in Q2 2016 and held it in 13 quarters.
Reilly Financial Advisors's Ladenburg Thalmann Financial Services Inc position peaked at $0 in Q2 2019.
97 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.