LTFS
BOX icon

Ladenburg Thalmann Financial Services’s Box BOX Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$571K Buy
33,920
+3,409
+11% +$57.2K ﹤0.01% 1702
2019
Q3 		$505K Buy
30,511
+3,538
+13% +$56.8K ﹤0.01% 1753
2019
Q2 		$474K Buy
26,973
+5,107
+23% +$97.7K ﹤0.01% 1792
2019
Q1 		$423K Buy
21,866
+1,235
+6% +$25.6K ﹤0.01% 1821
2018
Q4 		$349K Sell
20,631
-3,380
-14% -$62.2K ﹤0.01% 1809
2018
Q3 		$574K Buy
24,011
+20,987
+694% +$528K ﹤0.01% 1495
2018
Q2 		$62K Hold
3,024
– – ﹤0.01% 3112
2018
Q1 		$62K Sell
3,024
-51
-2% -$1.1K ﹤0.01% 3112
2017
Q4 		$65K Sell
3,075
-500
-14% -$10.5K ﹤0.01% 3041
2017
Q3 		$69K Hold
3,575
– – ﹤0.01% 2851
2017
Q2 		$65K Sell
3,575
-100
-3% -$1.8K ﹤0.01% 2831
2017
Q1 		$60K Sell
3,675
-100
-3% -$1.69K ﹤0.01% 2775
2016
Q4 		$52K Buy
3,775
+350
+10% +$5.18K ﹤0.01% 2810
2016
Q3 		$54K Buy
3,425
+300
+10% +$3.8K ﹤0.01% 2722
2016
Q2 		$32K Sell
3,125
-1,000
-24% -$12K ﹤0.01% 3012
2016
Q1 		$50K Sell
4,125
-700
-15% -$7.94K ﹤0.01% 2592
2015
Q4 		$67K Buy
4,825
+1,592
+49% +$20.9K ﹤0.01% 2352
2015
Q3 		$41K Buy
3,233
+470
+17% +$7K ﹤0.01% 2599
2015
Q2 		$52K Buy
2,763
+1,033
+60% +$18.1K ﹤0.01% 2555
2015
Q1 		$34K Buy
+1,730
New +$32.5K ﹤0.01% 2836

Other funds holding BOX

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Box (BOX) stake by 11% in Q4 2019, buying an estimated $57.2K and bringing the position to 33,920 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Ladenburg Thalmann Financial Services first reported a position in BOX in Q1 2015 and has held it in 20 quarters since. The position peaked at $574K in Q3 2018. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 33,920 shares of Box worth $571K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 3,409 Box shares in Q4 2019, an estimated $57.2K.
  • Box made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1702 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Box in Q1 2015 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's Box position peaked at $574K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Box as of Q4 2019.

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