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Ladenburg Thalmann Financial Services’s Boeing BA Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$63.8M Buy
237,267
+43,154
+22% +$15.3M 0.4% 50
2019
Q3 		$73.9M Sell
194,113
-3,250
-2% -$1.16M 0.51% 32
2019
Q2 		$71.5M Buy
197,363
+3,092
+2% +$1.13M 0.52% 32
2019
Q1 		$74.1M Buy
194,271
+37,365
+24% +$14.4M 0.57% 29
2018
Q4 		$50.6M Buy
156,906
+7,920
+5% +$2.74M 0.46% 41
2018
Q3 		$55.5M Buy
148,986
+9,637
+7% +$3.39M 0.46% 42
2018
Q2 		$45.7M Hold
139,349
– – 0.43% 44
2018
Q1 		$45.7M Buy
139,349
+9,798
+8% +$3.31M 0.43% 44
2017
Q4 		$38.2M Buy
129,551
+4,419
+4% +$1.2M 0.36% 56
2017
Q3 		$31.8M Buy
125,132
+4,461
+4% +$1.04M 0.35% 63
2017
Q2 		$23.9M Buy
120,671
+3,722
+3% +$693K 0.28% 79
2017
Q1 		$20.7M Sell
116,949
-914
-0.8% -$156K 0.26% 81
2016
Q4 		$18.3M Buy
117,863
+9,828
+9% +$1.44M 0.25% 86
2016
Q3 		$14.2M Buy
108,035
+14,669
+16% +$1.93M 0.21% 110
2016
Q2 		$12.1M Buy
93,366
+11,393
+14% +$1.49M 0.19% 116
2016
Q1 		$10.4M Buy
81,973
+5,290
+7% +$656K 0.18% 125
2015
Q4 		$11.1M Sell
76,683
-14,616
-16% -$2.11M 0.2% 113
2015
Q3 		$11.9M Sell
91,299
-3,143
-3% -$436K 0.25% 99
2015
Q2 		$13.1M Buy
94,442
+2,503
+3% +$365K 0.24% 99
2015
Q1 		$13.8M Buy
91,939
+8,243
+10% +$1.2M 0.26% 84
2014
Q4 		$10.9M Buy
83,696
+60,288
+258% +$7.64M 0.24% 96
2014
Q3 		$2.98M Sell
23,408
-7,863
-25% -$990K 0.08% 212
2014
Q2 		$3.98M Buy
31,271
+2,163
+7% +$282K 0.11% 164
2014
Q1 		$3.65M Buy
29,108
+1,047
+4% +$136K 0.11% 151
2013
Q4 		$3.83M Sell
28,061
-379
-1% -$49.3K 0.12% 147
2013
Q3 		$3.35M Buy
28,440
+1,760
+7% +$190K 0.11% 157
2013
Q2 		$2.73M Buy
+26,680
New +$2.53M 0.1% 171

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Boeing (BA) stake by 22% in Q4 2019, buying an estimated $15.3M and bringing the position to 237,267 shares worth $63.8M. The position accounts for 0.4% of the portfolio, ranked #50.

Ladenburg Thalmann Financial Services first reported a position in BA in Q2 2013 and has held it in 27 quarters since. The position peaked at $74.1M in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 237,267 shares of Boeing worth $63.8M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 43,154 Boeing shares in Q4 2019, an estimated $15.3M.
  • Boeing made up 0.4% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #50 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Boeing in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Boeing position peaked at $74.1M in Q1 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

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