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Ladenburg Thalmann Financial Services’s Ares Management ARES Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$30K Sell
848
-200
-19% -$6.21K ﹤0.01% 3879
2019
Q3 		$28K Buy
1,048
+700
+201% +$20K ﹤0.01% 3810
2019
Q2 		$9K Sell
348
-2,105
-86% -$53.5K ﹤0.01% 4472
2019
Q1 		$57K Sell
2,453
-232
-9% -$5.07K ﹤0.01% 3311
2018
Q4 		$47K Sell
2,685
-495
-16% -$10.4K ﹤0.01% 3286
2018
Q3 		$74K Buy
3,180
+2,355
+285% +$50.5K ﹤0.01% 3042
2018
Q2 		$18K Hold
825
– – ﹤0.01% 3882
2018
Q1 		$18K Hold
825
– – ﹤0.01% 3882
2017
Q4 		$17K Hold
825
– – ﹤0.01% 3880
2017
Q3 		$15K Buy
825
+225
+38% +$4.1K ﹤0.01% 3836
2017
Q2 		$11K Sell
600
-2,215
-79% -$41.1K ﹤0.01% 3941
2017
Q1 		$53K Buy
+2,815
New +$55.1K ﹤0.01% 2858
2016
Q4 		– Sell
-658
Closed -$11K – 4828
2016
Q3 		$11K Buy
+658
New +$11.3K ﹤0.01% 3745
2016
Q2 		– Sell
-600
Closed -$9K – 4734
2016
Q1 		$9K Hold
600
– – ﹤0.01% 3745
2015
Q4 		$8K Hold
600
– – ﹤0.01% 3788
2015
Q3 		$10K Hold
600
– – ﹤0.01% 3519
2015
Q2 		$11K Hold
600
– – ﹤0.01% 3609
2015
Q1 		$11K Hold
600
– – ﹤0.01% 3562
2014
Q4 		$10K Hold
600
– – ﹤0.01% 3408
2014
Q3 		$11K Buy
+600
New +$11K ﹤0.01% 3025

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its Ares Management (ARES) stake by 19% in Q4 2019, selling an estimated $6.21K and leaving 848 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

Ladenburg Thalmann Financial Services first reported a position in ARES in Q3 2014 and has held it in 20 quarters since. The position peaked at $74K in Q3 2018. 175 funds tracked by Wall St. Rank hold ARES as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 848 shares of Ares Management worth $30K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 200 Ares Management shares in Q4 2019, an estimated $6.21K.
  • Ares Management made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3879 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Ares Management in Q3 2014 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's Ares Management position peaked at $74K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Ares Management as of Q4 2019.

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