EWM
LADR

Edge Wealth Management’s Ladder Capital LADR Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-78
Closed -$1K – 540
2020
Q2 		$1K Buy
78
+70
+875% +$525 ﹤0.01% 637
2020
Q1 		$1K Sell
8
-68,141
-100% -$1.04M ﹤0.01% 581
2019
Q4 		$1.23M Sell
68,149
-1,305
-2% -$22.5K 0.25% 63
2019
Q3 		$1.2M Sell
69,454
-418
-0.6% -$7.07K 0.28% 61
2019
Q2 		$1.17M Buy
69,872
+8,754
+14% +$146K 0.26% 63
2019
Q1 		$1.05M Buy
61,118
+5,063
+9% +$86.6K 0.26% 64
2018
Q4 		$867K Buy
56,055
+6,770
+14% +$115K 0.24% 63
2018
Q3 		$835K Sell
49,285
-1,475
-3% -$24.6K 0.2% 71
2018
Q2 		$793K Buy
50,760
+10,355
+26% +$156K 0.2% 70
2018
Q1 		$609K Buy
40,405
+8,460
+26% +$124K 0.16% 79
2017
Q4 		$437K Sell
31,945
-500
-2% -$6.84K 0.12% 93
2017
Q3 		$446K Sell
32,445
-1,200
-4% -$16.1K 0.13% 85
2017
Q2 		$455K Hold
33,645
– – 0.14% 86
2017
Q1 		$488K Buy
33,645
+20,426
+155% +$288K 0.17% 78
2016
Q4 		$182K Buy
+13,219
New +$177K 0.07% 120

Other funds holding LADR

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Edge Wealth Management's LADR Position: Q3 2020 in Review

Edge Wealth Management sold out of Ladder Capital (LADR) in Q3 2020, closing a stake of 78 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in LADR in Q4 2016 and held it in 15 quarters. The position peaked at $1.23M in Q4 2019. 172 funds tracked by Wall St. Rank hold LADR as of Q3 2020.

  • Edge Wealth Management reported no remaining Ladder Capital position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 78 Ladder Capital shares in Q3 2020, an estimated $1K.
  • Edge Wealth Management first reported a position in Ladder Capital in Q4 2016 and held it in 15 quarters.
  • Edge Wealth Management's Ladder Capital position peaked at $1.23M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.