Ladenburg Thalmann Financial Services’s AppFolio APPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$204K	Sell	1,861 -206	-10%	-$21K	﹤0.01%	2480
2019 Q3	$196K	Buy	2,067 +117	+6%	+$11.6K	﹤0.01%	2482
2019 Q2	$200K	Buy	1,950 +212	+12%	+$20K	﹤0.01%	2469
2019 Q1	$138K	Buy	1,738 +696	+67%	+$46.5K	﹤0.01%	2666
2018 Q4	$62K	Buy	1,042 +64	+7%	+$3.88K	﹤0.01%	3108
2018 Q3	$77K	Buy	978 +758	+345%	+$57.3K	﹤0.01%	3007
2018 Q2	$9K	Hold	220	–	–	﹤0.01%	4283
2018 Q1	$9K	Sell	220 -144	-40%	-$5.99K	﹤0.01%	4283
2017 Q4	$15K	Sell	364 -2	-0.5%	-$90	﹤0.01%	3951
2017 Q3	$18K	Sell	366 -100	-21%	-$3.93K	﹤0.01%	3729
2017 Q2	$15K	Buy	466 +150	+47%	+$4.31K	﹤0.01%	3776
2017 Q1	$8K	Buy	+316	New	+$7.55K	﹤0.01%	4090

Other funds holding APPF

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its AppFolio (APPF) stake by 10% in Q4 2019, selling an estimated $21K and leaving 1,861 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Ladenburg Thalmann Financial Services first reported a position in APPF in Q1 2017 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold APPF as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,861 shares of AppFolio worth $204K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 206 AppFolio shares in Q4 2019, an estimated $21K.
AppFolio made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2480 holding.
Ladenburg Thalmann Financial Services first reported a position in AppFolio in Q1 2017 and has held it in 12 quarters since.
128 funds tracked by Wall St. Rank held AppFolio as of Q4 2019.

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