Ladenburg Thalmann Financial Services’s Benefitfocus, Inc. BNFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$114K	Buy	5,200 +200	+4%	+$4.53K	﹤0.01%	2917
2019 Q3	$119K	Buy	5,000 +350	+8%	+$8.97K	﹤0.01%	2820
2019 Q2	$126K	Buy	4,650 +400	+9%	+$13.4K	﹤0.01%	2811
2019 Q1	$210K	Sell	4,250 -400	-9%	-$20.4K	﹤0.01%	2363
2018 Q4	$213K	Buy	4,650 +400	+9%	+$16.7K	﹤0.01%	2200
2018 Q3	$172K	Buy	+4,250	New	+$163K	﹤0.01%	2426
2017 Q4	–	Sell	-33	Closed	-$1K	–	5157
2017 Q3	$1K	Sell	33 -14	-30%	-$448	﹤0.01%	4859
2017 Q2	$2K	Buy	+47	New	+$1.51K	﹤0.01%	4640
2017 Q1	–	Sell	-150	Closed	-$4K	–	5009
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	4352
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	4100
2016 Q2	$6K	Hold	150	–	–	﹤0.01%	4069
2016 Q1	$5K	Sell	150 -150	-50%	-$4.47K	﹤0.01%	4097
2015 Q4	$11K	Hold	300	–	–	﹤0.01%	3633
2015 Q3	$9K	Hold	300	–	–	﹤0.01%	3617
2015 Q2	$13K	Hold	300	–	–	﹤0.01%	3528
2015 Q1	$11K	Hold	300	–	–	﹤0.01%	3592
2014 Q4	$10K	Hold	300	–	–	﹤0.01%	3435
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	3233
2014 Q2	$14K	Buy	+300	New	+$11.2K	﹤0.01%	2907

Other funds holding BNFT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Benefitfocus, Inc. (BNFT) stake by 4% in Q4 2019, buying an estimated $4.53K and bringing the position to 5,200 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Ladenburg Thalmann Financial Services first reported a position in BNFT in Q2 2014 and has held it in 19 quarters since. The position peaked at $213K in Q4 2018. 113 funds tracked by Wall St. Rank hold BNFT as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,200 shares of Benefitfocus, Inc. worth $114K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 200 Benefitfocus, Inc. shares in Q4 2019, an estimated $4.53K.
Benefitfocus, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2917 holding.
Ladenburg Thalmann Financial Services first reported a position in Benefitfocus, Inc. in Q2 2014 and has held it in 19 quarters since.
Ladenburg Thalmann Financial Services's Benefitfocus, Inc. position peaked at $213K in Q4 2018.
113 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q4 2019.

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