Ladenburg Thalmann Financial Services’s Ameresco AMRC Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4K	Buy	203 +200	+6,667%	+$3.15K	﹤0.01%	4835
2019 Q3	$0	Buy	+3	New	+$44	﹤0.01%	5258
2018 Q1	–	Sell	-700	Closed	-$6K	–	5098
2017 Q4	$6K	Buy	+700	New	+$5.81K	﹤0.01%	4428
2016 Q3	–	Sell	-1,645	Closed	-$7K	–	4759
2016 Q2	$7K	Hold	1,645	–	–	﹤0.01%	3933
2016 Q1	$8K	Hold	1,645	–	–	﹤0.01%	3814
2015 Q4	$10K	Hold	1,645	–	–	﹤0.01%	3659
2015 Q3	$10K	Hold	1,645	–	–	﹤0.01%	3517
2015 Q2	$13K	Hold	1,645	–	–	﹤0.01%	3498
2015 Q1	$12K	Buy	+1,645	New	+$10.9K	﹤0.01%	3494
2013 Q4	–	Sell	-500	Closed	-$5K	–	3728
2013 Q3	$5K	Hold	500	–	–	﹤0.01%	3163
2013 Q2	$5K	Buy	+500	New	+$3.99K	﹤0.01%	3028

Other funds holding AMRC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AMRC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Ameresco (AMRC) stake by 6,667% in Q4 2019, buying an estimated $3.15K and bringing the position to 203 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4835.

Ladenburg Thalmann Financial Services first reported a position in AMRC in Q2 2013 and has held it in 11 quarters since. The position peaked at $13K in Q2 2015. 97 funds tracked by Wall St. Rank hold AMRC as of Q4 2019.

Ladenburg Thalmann Financial Services held 203 shares of Ameresco worth $4K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 200 Ameresco shares in Q4 2019, an estimated $3.15K.
Ameresco made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4835 holding.
Ladenburg Thalmann Financial Services first reported a position in Ameresco in Q2 2013 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's Ameresco position peaked at $13K in Q2 2015.
97 funds tracked by Wall St. Rank held Ameresco as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.