LTFS
CCLD icon

Ladenburg Thalmann Financial Services’s CareCloud CCLD Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-750
Closed -$2K – 5156
2018
Q2 		$2K Hold
750
– – ﹤0.01% 4843
2018
Q1 		$2K Hold
750
– – ﹤0.01% 4843
2017
Q4 		$2K Hold
750
– – ﹤0.01% 4756
2017
Q3 		$1K Hold
750
– – ﹤0.01% 4771
2017
Q2 		$1K Buy
+750
New +$1.1K ﹤0.01% 4708

Other funds holding CCLD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CCLD Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of CareCloud (CCLD) in Q3 2018, closing a stake of 750 shares — an estimated $2K sold.

Ladenburg Thalmann Financial Services first reported a position in CCLD in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 16 funds tracked by Wall St. Rank hold CCLD as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining CareCloud position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 750 CareCloud shares in Q3 2018, an estimated $2K.
  • Ladenburg Thalmann Financial Services first reported a position in CareCloud in Q2 2017 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's CareCloud position peaked at $2K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held CareCloud as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.