LTFS
EQY

Ladenburg Thalmann Financial Services’s Equity One EQY Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,346
Closed -$42K – 5117
2016
Q4 		$42K Sell
1,346
-24
-2% -$702 ﹤0.01% 2978
2016
Q3 		$42K Sell
1,370
-184
-12% -$5.81K ﹤0.01% 2922
2016
Q2 		$50K Buy
1,554
+831
+115% +$24.3K ﹤0.01% 2684
2016
Q1 		$21K Buy
723
+40
+6% +$1.1K ﹤0.01% 3233
2015
Q4 		$19K Buy
683
+47
+7% +$1.24K ﹤0.01% 3285
2015
Q3 		$16K Buy
636
+36
+6% +$877 ﹤0.01% 3257
2015
Q2 		$14K Hold
600
– – ﹤0.01% 3482
2015
Q1 		$16K Hold
600
– – ﹤0.01% 3349
2014
Q4 		$16K Buy
600
+8
+1% +$191 ﹤0.01% 3152
2014
Q3 		$13K Hold
592
– – ﹤0.01% 2964
2014
Q2 		$14K Hold
592
– – ﹤0.01% 2914
2014
Q1 		$13K Hold
592
– – ﹤0.01% 2836
2013
Q4 		$13K Hold
592
– – ﹤0.01% 2799
2013
Q3 		$13K Hold
592
– – ﹤0.01% 2728
2013
Q2 		$14K Buy
+592
New +$14.4K ﹤0.01% 2553

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.59% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EQY Position: Q1 2017 in Review

Ladenburg Thalmann Financial Services sold out of Equity One (EQY) in Q1 2017, closing a stake of 1,346 shares — an estimated $42K sold.

Ladenburg Thalmann Financial Services first reported a position in EQY in Q2 2013 and held it in 15 quarters. The position peaked at $50K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Ladenburg Thalmann Financial Services reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,346 Equity One shares in Q1 2017, an estimated $42K.
  • Ladenburg Thalmann Financial Services first reported a position in Equity One in Q2 2013 and held it in 15 quarters.
  • Ladenburg Thalmann Financial Services's Equity One position peaked at $50K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2017, filed 15 May 2017.