RFA
LTS

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
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return