Ladenburg Thalmann Financial Services’s DocuSign DOCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$27.4M	Sell	369,656 -16,273	-4%	-$1.12M	0.17%	128
2019 Q3	$23.9M	Sell	385,929 -15,232	-4%	-$798K	0.16%	133
2019 Q2	$20.3M	Buy	401,161 +14,507	+4%	+$775K	0.15%	149
2019 Q1	$20M	Buy	386,654 +241,069	+166%	+$12.3M	0.15%	147
2018 Q4	$5.84M	Buy	145,585 +124,407	+587%	+$5.23M	0.05%	330
2018 Q3	$1.11M	Buy	+21,178	New	+$1.2M	0.01%	1063

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its DocuSign (DOCU) stake by 4.2% in Q4 2019, selling an estimated $1.12M and leaving 369,656 shares worth $27.4M. The position accounts for 0.17% of the portfolio, ranked #128.

Ladenburg Thalmann Financial Services first reported a position in DOCU in Q3 2018 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold DOCU as of Q4 2019.

Ladenburg Thalmann Financial Services held 369,656 shares of DocuSign worth $27.4M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 16,273 DocuSign shares in Q4 2019, an estimated $1.12M.
DocuSign made up 0.17% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #128 holding.
Ladenburg Thalmann Financial Services first reported a position in DocuSign in Q3 2018 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held DocuSign as of Q4 2019.

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