Ladenburg Thalmann Financial Services’s Broadwind BWEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Buy	2,007 +7	+0.4%	+$11	﹤0.01%	4942
2019 Q3	$3K	Hold	2,000	–	–	﹤0.01%	4833
2019 Q2	$4K	Hold	2,000	–	–	﹤0.01%	4762
2019 Q1	$3K	Hold	2,000	–	–	﹤0.01%	4804
2018 Q4	$3K	Sell	2,000 -2,000	-50%	-$3.57K	﹤0.01%	4743
2018 Q3	$9K	Hold	4,000	–	–	﹤0.01%	4327
2018 Q2	$9K	Hold	4,000	–	–	﹤0.01%	4287
2018 Q1	$9K	Hold	4,000	–	–	﹤0.01%	4287
2017 Q4	$11K	Hold	4,000	–	–	﹤0.01%	4119
2017 Q3	$13K	Hold	4,000	–	–	﹤0.01%	3926
2017 Q2	$20K	Sell	4,000 -3,960	-50%	-$25.1K	﹤0.01%	3608
2017 Q1	$66K	Buy	7,960 +3,960	+99%	+$20.6K	﹤0.01%	2687
2016 Q4	$16K	Hold	4,000	–	–	﹤0.01%	3602
2016 Q3	$18K	Hold	4,000	–	–	﹤0.01%	3461
2016 Q2	$17K	Hold	4,000	–	–	﹤0.01%	3439
2016 Q1	$12K	Hold	4,000	–	–	﹤0.01%	3579
2015 Q4	$8K	Hold	4,000	–	–	﹤0.01%	3792
2015 Q3	$8K	Buy	+4,000	New	+$13.4K	﹤0.01%	3655

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Broadwind (BWEN) stake by 0.35% in Q4 2019, buying an estimated $11 and bringing the position to 2,007 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4942.

Ladenburg Thalmann Financial Services first reported a position in BWEN in Q3 2015 and has held it in 18 quarters since. The position peaked at $66K in Q1 2017. 32 funds tracked by Wall St. Rank hold BWEN as of Q4 2019.

Ladenburg Thalmann Financial Services held 2,007 shares of Broadwind worth $3K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 7 Broadwind shares in Q4 2019, an estimated $11.
Broadwind made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4942 holding.
Ladenburg Thalmann Financial Services first reported a position in Broadwind in Q3 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's Broadwind position peaked at $66K in Q1 2017.
32 funds tracked by Wall St. Rank held Broadwind as of Q4 2019.

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