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

SevenBridge 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
2019 Q3	–	Sell	-950	Closed	-$3K	–	643
2019 Q2	$3K	Hold	950	–	–	﹤0.01%	575
2019 Q1	$3K	Hold	950	–	–	﹤0.01%	544
2018 Q4	$2K	Hold	950	–	–	﹤0.01%	534
2018 Q3	$3K	Hold	950	–	–	﹤0.01%	542
2018 Q2	$3K	Hold	950	–	–	﹤0.01%	544
2018 Q1	$3K	Hold	950	–	–	﹤0.01%	561
2017 Q4	$3K	Hold	950	–	–	﹤0.01%	569
2017 Q3	$3K	Hold	950	–	–	﹤0.01%	565
2017 Q2	$2K	Hold	950	–	–	﹤0.01%	606
2017 Q1	$2K	Hold	950	–	–	﹤0.01%	594
2016 Q4	$2K	Hold	950	–	–	﹤0.01%	600
2016 Q3	$2K	Hold	950	–	–	﹤0.01%	583
2016 Q2	$2K	Buy	+950	New	+$2.39K	﹤0.01%	699

Other funds holding LTS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return