Ladenburg Thalmann Financial Services’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7K	Hold	399	–	–	﹤0.01%	4627
2019 Q3	$7K	Hold	399	–	–	﹤0.01%	4528
2019 Q2	$6K	Hold	399	–	–	﹤0.01%	4623
2019 Q1	$7K	Hold	399	–	–	﹤0.01%	4512
2018 Q4	$6K	Hold	399	–	–	﹤0.01%	4498
2018 Q3	$7K	Buy	399 +12	+3%	+$216	﹤0.01%	4433
2018 Q2	$8K	Hold	387	–	–	﹤0.01%	4353
2018 Q1	$8K	Buy	+387	New	+$8.94K	﹤0.01%	4353
2016 Q4	–	Sell	-298	Closed	-$8K	–	4846
2016 Q3	$8K	Buy	+298	New	+$7.41K	﹤0.01%	3931
2016 Q2	–	Sell	-500	Closed	-$12K	–	4742
2016 Q1	$12K	Buy	+500	New	+$11K	﹤0.01%	3581

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its CrossAmerica Partners (CAPL) position steady in Q4 2019 at 399 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Ladenburg Thalmann Financial Services first reported a position in CAPL in Q1 2016 and has held it in 10 quarters since. The position peaked at $12K in Q1 2016. 41 funds tracked by Wall St. Rank hold CAPL as of Q4 2019.

Ladenburg Thalmann Financial Services held 399 shares of CrossAmerica Partners worth $7K as of Q4 2019.
Ladenburg Thalmann Financial Services left its CrossAmerica Partners share count unchanged in Q4 2019.
CrossAmerica Partners made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4627 holding.
Ladenburg Thalmann Financial Services first reported a position in CrossAmerica Partners in Q1 2016 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's CrossAmerica Partners position peaked at $12K in Q1 2016.
41 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2019.

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