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Ladenburg Thalmann Financial Services’s Enphase Energy ENPH Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.17M Buy
44,635
+42,919
+2,501% +$977K 0.01% 1171
2019
Q3 		$37K Sell
1,716
-1,114
-39% -$28.6K ﹤0.01% 3639
2019
Q2 		$51K Buy
2,830
+2,430
+608% +$33.4K ﹤0.01% 3446
2019
Q1 		$4K Sell
400
-600
-60% -$4.56K ﹤0.01% 4727
2018
Q4 		$5K Sell
1,000
-177
-15% -$898 ﹤0.01% 4578
2018
Q3 		$6K Buy
1,177
+777
+194% +$4.26K ﹤0.01% 4510
2018
Q2 		$2K Hold
400
– – ﹤0.01% 4852
2018
Q1 		$2K Sell
400
-3,400
-89% -$10.3K ﹤0.01% 4852
2017
Q4 		$9K Sell
3,800
-150
-4% -$314 ﹤0.01% 4230
2017
Q3 		$6K Sell
3,950
-6,040
-60% -$6.18K ﹤0.01% 4315
2017
Q2 		$8K Hold
9,990
– – ﹤0.01% 4129
2017
Q1 		$13K Buy
9,990
+6,040
+153% +$8.79K ﹤0.01% 3814
2016
Q4 		$4K Hold
3,950
– – ﹤0.01% 4307
2016
Q3 		$5K Buy
3,950
+550
+16% +$969 ﹤0.01% 4143
2016
Q2 		$7K Sell
3,400
-3,600
-51% -$7.91K ﹤0.01% 3944
2016
Q1 		$16K Buy
7,000
+2,600
+59% +$6.39K ﹤0.01% 3401
2015
Q4 		$15K Buy
4,400
+400
+10% +$1.25K ﹤0.01% 3420
2015
Q3 		$15K Hold
4,000
– – ﹤0.01% 3273
2015
Q2 		$30K Buy
4,000
+2,000
+100% +$21.7K ﹤0.01% 2952
2015
Q1 		$26K Hold
2,000
– – ﹤0.01% 3018
2014
Q4 		$29K Buy
+2,000
New +$24.9K ﹤0.01% 2728

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
KGA
KPCB GGF Associates Menlo Park, California $157M AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Enphase Energy (ENPH) stake by 2,501% in Q4 2019, buying an estimated $977K and bringing the position to 44,635 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1171.

Ladenburg Thalmann Financial Services first reported a position in ENPH in Q4 2014 and has held it in 21 quarters since. 210 funds tracked by Wall St. Rank hold ENPH as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 44,635 shares of Enphase Energy worth $1.17M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 42,919 Enphase Energy shares in Q4 2019, an estimated $977K.
  • Enphase Energy made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1171 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Enphase Energy in Q4 2014 and has held it in 21 quarters since.
  • 210 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2019.

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