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Ladenburg Thalmann Financial Services’s Energy Focus EFOI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6
Closed – – 5363
2019
Q3 		$0 Hold
6
– – ﹤0.01% 5317
2019
Q2 		$0 Hold
6
– – ﹤0.01% 5301
2019
Q1 		$0 Hold
6
– – ﹤0.01% 5235
2018
Q4 		$0 Hold
6
– – ﹤0.01% 5233
2018
Q3 		$0 Sell
6
-28
-82% -$2.12K ﹤0.01% 5185
2018
Q2 		$3K Hold
34
– – ﹤0.01% 4753
2018
Q1 		$3K Hold
34
– – ﹤0.01% 4753
2017
Q4 		$3K Sell
34
-35
-51% -$3.19K ﹤0.01% 4672
2017
Q3 		$6K Hold
69
– – ﹤0.01% 4313
2017
Q2 		$6K Hold
69
– – ﹤0.01% 4244
2017
Q1 		$8K Buy
69
+35
+103% +$4.99K ﹤0.01% 4101
2016
Q4 		$5K Hold
34
– – ﹤0.01% 4213
2016
Q3 		$6K Hold
34
– – ﹤0.01% 4059
2016
Q2 		$7K Hold
34
– – ﹤0.01% 3942
2016
Q1 		$9K Buy
34
+5
+17% +$1.77K ﹤0.01% 3754
2015
Q4 		$14K Buy
29
+20
+222% +$10.2K ﹤0.01% 3465
2015
Q3 		$4K Buy
+9
New +$4.5K ﹤0.01% 4022

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of Energy Focus (EFOI) in Q4 2019, closing a stake of 6 shares.

Ladenburg Thalmann Financial Services first reported a position in EFOI in Q3 2015 and held it in 17 quarters. The position peaked at $14K in Q4 2015. 19 funds tracked by Wall St. Rank hold EFOI as of Q4 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Energy Focus position as of Q4 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 6 Energy Focus shares in Q4 2019.
  • Ladenburg Thalmann Financial Services first reported a position in Energy Focus in Q3 2015 and held it in 17 quarters.
  • Ladenburg Thalmann Financial Services's Energy Focus position peaked at $14K in Q4 2015.
  • 19 funds tracked by Wall St. Rank held Energy Focus as of Q4 2019.

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