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Ladenburg Thalmann Financial Services’s Custom Truck One Source CTOS Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$9K Buy
2,047
+1,001
+96% +$4.38K ﹤0.01% 4520
2019
Q3 		$6K Buy
1,046
+214
+26% +$1.67K ﹤0.01% 4593
2019
Q2 		$8K Buy
+832
New +$8.54K ﹤0.01% 4518

Other funds holding CTOS

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Custom Truck One Source (CTOS) stake by 96% in Q4 2019, buying an estimated $4.38K and bringing the position to 2,047 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4520.

Ladenburg Thalmann Financial Services first reported a position in CTOS in Q2 2019 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold CTOS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,047 shares of Custom Truck One Source worth $9K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,001 Custom Truck One Source shares in Q4 2019, an estimated $4.38K.
  • Custom Truck One Source made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4520 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Custom Truck One Source in Q2 2019 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2019.

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