Ladenburg Thalmann Financial Services’s Bloom Energy BE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$444K	Sell	59,339 -27,721	-32%	-$134K	﹤0.01%	1907
2019 Q3	$283K	Buy	87,060 +18,648	+27%	+$139K	﹤0.01%	2214
2019 Q2	$839K	Buy	68,412 +66,239	+3,048%	+$813K	0.01%	1349
2019 Q1	$27K	Buy	2,173 +1,846	+565%	+$22.6K	﹤0.01%	3810
2018 Q4	$3K	Buy	327 +32	+11%	+$618	﹤0.01%	4739
2018 Q3	$10K	Buy	+295	New	+$8.25K	﹤0.01%	4269

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services reduced its Bloom Energy (BE) stake by 32% in Q4 2019, selling an estimated $134K and leaving 59,339 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Ladenburg Thalmann Financial Services first reported a position in BE in Q3 2018 and has held it in 6 quarters since. The position peaked at $839K in Q2 2019. 159 funds tracked by Wall St. Rank hold BE as of Q4 2019.

Ladenburg Thalmann Financial Services held 59,339 shares of Bloom Energy worth $444K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 27,721 Bloom Energy shares in Q4 2019, an estimated $134K.
Bloom Energy made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1907 holding.
Ladenburg Thalmann Financial Services first reported a position in Bloom Energy in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's Bloom Energy position peaked at $839K in Q2 2019.
159 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2019.

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