WealthPLAN Partners’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

WealthPLAN Partners’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
2017 Q2	–	Sell	-4,125	Closed	-$10.1K	–	467
2017 Q1	$10.1K	Buy	+4,125	New	+$9.47K	0.04%	268
2016 Q3	$38.4K	Sell	17,375 -17,455	-50%	-$40.6K	0.01%	381
2016 Q2	$41.1K	Buy	+34,830	New	+$87.8K	0.01%	1006
2015 Q4	$140K	Buy	+151,635	New	+$421K	0.02%	331
2015 Q2	$184K	Sell	52,430 -2,000	-4%	-$7.07K	0.08%	96
2015 Q1	$212K	Buy	+54,430	New	+$212K	0.1%	110

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's LTS Position: Q2 2017 in Review

WealthPLAN Partners sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q2 2017, closing a stake of 4,125 shares — an estimated $10.1K sold.

WealthPLAN Partners first reported a position in LTS in Q1 2015 and held it in 6 quarters. The position peaked at $212K in Q1 2015. 81 funds tracked by Wall St. Rank hold LTS as of Q2 2017.

WealthPLAN Partners reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 4,125 Ladenburg Thalmann Financial Services Inc shares in Q2 2017, an estimated $10.1K.
WealthPLAN Partners first reported a position in Ladenburg Thalmann Financial Services Inc in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Ladenburg Thalmann Financial Services Inc position peaked at $212K in Q1 2015.
81 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.