Ladenburg Thalmann Financial Services’s Dominion Energy, Inc. 2019 Series A Corporate Units DCUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$47K	Buy	435 +235	+118%	+$24.9K	﹤0.01%	3578
2019 Q3	$21K	Buy	+200	New	+$20.6K	﹤0.01%	4032

Other funds holding DCUE

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

CAM

Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Dominion Energy, Inc. 2019 Series A Corporate Units (DCUE) stake by 118% in Q4 2019, buying an estimated $24.9K and bringing the position to 435 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

Ladenburg Thalmann Financial Services first reported a position in DCUE in Q3 2019 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold DCUE as of Q4 2019.

Ladenburg Thalmann Financial Services held 435 shares of Dominion Energy, Inc. 2019 Series A Corporate Units worth $47K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 235 Dominion Energy, Inc. 2019 Series A Corporate Units shares in Q4 2019, an estimated $24.9K.
Dominion Energy, Inc. 2019 Series A Corporate Units made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3578 holding.
Ladenburg Thalmann Financial Services first reported a position in Dominion Energy, Inc. 2019 Series A Corporate Units in Q3 2019 and has held it in 2 quarters since.
66 funds tracked by Wall St. Rank held Dominion Energy, Inc. 2019 Series A Corporate Units as of Q4 2019.

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