WA
LADR

WFG Advisors’s Ladder Capital LADR Stock Holding History

WFG Advisors’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$650K Buy
48,443
+15,855
+49% +$227K 0.15% 164
2017
Q1 		$471K Sell
32,588
-7,217
-18% -$102K 0.13% 179
2016
Q4 		$546K Buy
39,805
+13,521
+51% +$181K 0.13% 194
2016
Q3 		$345K Buy
+26,284
New +$338K 0.09% 234

Other funds holding LADR

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
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
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WFG Advisors's LADR Position: Q2 2017 in Review

WFG Advisors increased its Ladder Capital (LADR) stake by 49% in Q2 2017, buying an estimated $227K and bringing the position to 48,443 shares worth $650K. The position accounts for 0.15% of the portfolio, ranked #164.

WFG Advisors first reported a position in LADR in Q3 2016 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold LADR as of Q2 2017.

  • WFG Advisors held 48,443 shares of Ladder Capital worth $650K as of Q2 2017.
  • WFG Advisors bought 15,855 Ladder Capital shares in Q2 2017, an estimated $227K.
  • Ladder Capital made up 0.15% of WFG Advisors's portfolio in Q2 2017, its #164 holding.
  • WFG Advisors first reported a position in Ladder Capital in Q3 2016 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Ladder Capital as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.