Ladenburg Thalmann Financial Services’s Columbus McKinnon CMCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$8K	Hold	204	–	–	﹤0.01%	4575
2019 Q3	$8K	Hold	204	–	–	﹤0.01%	4480
2019 Q2	$8K	Sell	204 -26	-11%	-$989	﹤0.01%	4514
2019 Q1	$7K	Sell	230 -26	-10%	-$905	﹤0.01%	4514
2018 Q4	$8K	Sell	256 -214	-46%	-$7.26K	﹤0.01%	4388
2018 Q3	$18K	Buy	470 +214	+84%	+$8.94K	﹤0.01%	3964
2018 Q2	$10K	Hold	256	–	–	﹤0.01%	4239
2018 Q1	$10K	Buy	256 +100	+64%	+$3.84K	﹤0.01%	4239
2017 Q4	$6K	Buy	156 +52	+50%	+$1.99K	﹤0.01%	4438
2017 Q3	$4K	Sell	104 -149	-59%	-$4.55K	﹤0.01%	4461
2017 Q2	$7K	Hold	253	–	–	﹤0.01%	4185
2017 Q1	$7K	Buy	253 +149	+143%	+$3.92K	﹤0.01%	4158
2016 Q4	$3K	Hold	104	–	–	﹤0.01%	4399
2016 Q3	$2K	Hold	104	–	–	﹤0.01%	4451
2016 Q2	$1K	Hold	104	–	–	﹤0.01%	4537
2016 Q1	$2K	Hold	104	–	–	﹤0.01%	4362
2015 Q4	$2K	Hold	104	–	–	﹤0.01%	4339
2015 Q3	$2K	Hold	104	–	–	﹤0.01%	4238
2015 Q2	$3K	Hold	104	–	–	﹤0.01%	4217
2015 Q1	$3K	Hold	104	–	–	﹤0.01%	4150
2014 Q4	$3K	Hold	104	–	–	﹤0.01%	3906
2014 Q3	$2K	Hold	104	–	–	﹤0.01%	3657
2014 Q2	$3K	Hold	104	–	–	﹤0.01%	3517
2014 Q1	$3K	Hold	104	–	–	﹤0.01%	3402
2013 Q4	$3K	Hold	104	–	–	﹤0.01%	3389
2013 Q3	$2K	Hold	104	–	–	﹤0.01%	3429
2013 Q2	$2K	Buy	+104	New	+$2.04K	﹤0.01%	3303

Other funds holding CMCO

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Columbus McKinnon (CMCO) position steady in Q4 2019 at 204 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4575.

Ladenburg Thalmann Financial Services first reported a position in CMCO in Q2 2013 and has held it in 27 quarters since. The position peaked at $18K in Q3 2018. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

Ladenburg Thalmann Financial Services held 204 shares of Columbus McKinnon worth $8K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Columbus McKinnon share count unchanged in Q4 2019.
Columbus McKinnon made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4575 holding.
Ladenburg Thalmann Financial Services first reported a position in Columbus McKinnon in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Columbus McKinnon position peaked at $18K in Q3 2018.
166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

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