WA
LTS

WFG Advisors’s Ladenburg Thalmann Financial Services Inc LTS Stock Holding History

WFG 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
2014
Q1 		– Sell
-195
Closed -$1K – 2305
2013
Q4 		$1K Buy
+195
New +$491 ﹤0.01% 2163

Other funds holding LTS

BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Coe Capital Management
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return

WFG Advisors's LTS Position: Q1 2014 in Review

WFG Advisors sold out of Ladenburg Thalmann Financial Services Inc (LTS) in Q1 2014, closing a stake of 195 shares — an estimated $1K sold.

WFG Advisors first reported a position in LTS in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 76 funds tracked by Wall St. Rank hold LTS as of Q1 2014.

  • WFG Advisors reported no remaining Ladenburg Thalmann Financial Services Inc position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 195 Ladenburg Thalmann Financial Services Inc shares in Q1 2014, an estimated $1K.
  • WFG Advisors first reported a position in Ladenburg Thalmann Financial Services Inc in Q4 2013 and held it in 1 quarter.
  • WFG Advisors's Ladenburg Thalmann Financial Services Inc position peaked at $1K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Ladenburg Thalmann Financial Services Inc as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.