Ladenburg Thalmann Financial Services’s Black Stone Minerals BSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$74K	Buy	5,800 +4,800	+480%	+$61.1K	﹤0.01%	3239
2019 Q3	$14K	Hold	1,000	–	–	﹤0.01%	4221
2019 Q2	$16K	Hold	1,000	–	–	﹤0.01%	4175
2019 Q1	$18K	Hold	1,000	–	–	﹤0.01%	4051
2018 Q4	$15K	Hold	1,000	–	–	﹤0.01%	4023
2018 Q3	$18K	Buy	+1,000	New	+$18.2K	﹤0.01%	3962
2016 Q3	–	Sell	-250	Closed	-$4K	–	4771
2016 Q2	$4K	Hold	250	–	–	﹤0.01%	4196
2016 Q1	$4K	Hold	250	–	–	﹤0.01%	4142
2015 Q4	$4K	Buy	+250	New	+$3.61K	﹤0.01%	4111

Other funds holding BSM

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

TCS

Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return

Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services increased its Black Stone Minerals (BSM) stake by 480% in Q4 2019, buying an estimated $61.1K and bringing the position to 5,800 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Ladenburg Thalmann Financial Services first reported a position in BSM in Q4 2015 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold BSM as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,800 shares of Black Stone Minerals worth $74K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,800 Black Stone Minerals shares in Q4 2019, an estimated $61.1K.
Black Stone Minerals made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3239 holding.
Ladenburg Thalmann Financial Services first reported a position in Black Stone Minerals in Q4 2015 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2019.

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