USAdvisors Wealth Management’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

USAdvisors Wealth Management’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 Q2	–	Sell	-32,775	Closed	-$92K	–	62
2019 Q1	$92K	Sell	32,775 -19,857	-38%	-$57.7K	0.07%	46
2018 Q4	$123K	Buy	52,632 +325	+0.6%	+$870	0.1%	44
2018 Q3	$141K	Buy	52,307 +20,000	+62%	+$64.5K	0.1%	65
2018 Q2	$109K	Buy	32,307 +91	+0.3%	+$319	0.08%	66
2018 Q1	$105K	Buy	32,216 +146	+0.5%	+$474	0.08%	57
2017 Q4	$101K	Buy	+32,070	New	+$99.5K	0.09%	62

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

LTFS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

BCM

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

USAdvisors Wealth Management's LTS Position: Q2 2019 in Review

USAdvisors Wealth Management sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q2 2019, closing a stake of 32,775 shares — an estimated $92K sold.

USAdvisors Wealth Management first reported a position in LTS in Q4 2017 and held it in 6 quarters. The position peaked at $141K in Q3 2018. 96 funds tracked by Wall St. Rank hold LTS as of Q2 2019.

USAdvisors Wealth Management reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q2 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 32,775 Ladenburg Thalmann Financial Services Inc shares in Q2 2019, an estimated $92K.
USAdvisors Wealth Management first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2017 and held it in 6 quarters.
USAdvisors Wealth Management's Ladenburg Thalmann Financial Services Inc position peaked at $141K in Q3 2018.
96 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q2 2019.

Based on USAdvisors Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.