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Ladenburg Thalmann Financial Services’s Bankwell Financial Group BWFG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$6K – 5278
2019
Q2 		$6K Buy
+200
New +$5.86K ﹤0.01% 4622

Other funds holding BWFG

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EM
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BFC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BWFG Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Bankwell Financial Group (BWFG) in Q3 2019, closing a stake of 200 shares — an estimated $6K sold.

Ladenburg Thalmann Financial Services first reported a position in BWFG in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 56 funds tracked by Wall St. Rank hold BWFG as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Bankwell Financial Group position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 200 Bankwell Financial Group shares in Q3 2019, an estimated $6K.
  • Ladenburg Thalmann Financial Services first reported a position in Bankwell Financial Group in Q2 2019 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's Bankwell Financial Group position peaked at $6K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.