GSWM
LADR

Golden State Wealth Management’s Ladder Capital LADR Stock Holding History

Golden State 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
2019
Q4 		– Sell
-2,089
Closed -$36K – 548
2019
Q3 		$36K Buy
2,089
+1,497
+253% +$25.3K 0.01% 500
2019
Q2 		$9K Buy
592
+92
+18% +$1.53K ﹤0.01% 771
2019
Q1 		$9K Buy
+500
New +$8.55K ﹤0.01% 801

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Wealth Management's LADR Position: Q4 2019 in Review

Golden State Wealth Management sold out of Ladder Capital (LADR) in Q4 2019, closing a stake of 2,089 shares — an estimated $36K sold.

Golden State Wealth Management first reported a position in LADR in Q1 2019 and held it in 3 quarters. The position peaked at $36K in Q3 2019. 193 funds tracked by Wall St. Rank hold LADR as of Q4 2019.

  • Golden State Wealth Management reported no remaining Ladder Capital position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 2,089 Ladder Capital shares in Q4 2019, an estimated $36K.
  • Golden State Wealth Management first reported a position in Ladder Capital in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Ladder Capital position peaked at $36K in Q3 2019.
  • 193 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.