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Ladenburg Thalmann Financial Services’s Guidewire Software GWRE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$745K Buy
7,001
+45
+0.6% +$5.03K ﹤0.01% 1501
2019
Q3 		$731K Buy
6,956
+564
+9% +$56.9K 0.01% 1466
2019
Q2 		$648K Buy
6,392
+270
+4% +$27.5K ﹤0.01% 1539
2019
Q1 		$594K Sell
6,122
-696
-10% -$62.2K ﹤0.01% 1569
2018
Q4 		$547K Buy
6,818
+489
+8% +$42.6K ﹤0.01% 1470
2018
Q3 		$637K Buy
6,329
+284
+5% +$27.3K 0.01% 1428
2018
Q2 		$488K Hold
6,045
– – ﹤0.01% 1579
2018
Q1 		$488K Buy
6,045
+1,283
+27% +$103K ﹤0.01% 1579
2017
Q4 		$354K Buy
4,762
+2,402
+102% +$185K ﹤0.01% 1785
2017
Q3 		$184K Buy
2,360
+20
+0.9% +$1.47K ﹤0.01% 2176
2017
Q2 		$161K Buy
2,340
+1,553
+197% +$98.8K ﹤0.01% 2178
2017
Q1 		$44K Buy
787
+319
+68% +$17.4K ﹤0.01% 3006
2016
Q4 		$23K Sell
468
-181
-28% -$10.1K ﹤0.01% 3399
2016
Q3 		$39K Sell
649
-26
-4% -$1.6K ﹤0.01% 2978
2016
Q2 		$42K Sell
675
-36
-5% -$2.07K ﹤0.01% 2812
2016
Q1 		$39K Sell
711
-128
-15% -$6.69K ﹤0.01% 2764
2015
Q4 		$50K Buy
839
+173
+26% +$10K ﹤0.01% 2553
2015
Q3 		$35K Sell
666
-97
-13% -$5.37K ﹤0.01% 2712
2015
Q2 		$41K Buy
763
+377
+98% +$19.4K ﹤0.01% 2726
2015
Q1 		$21K Buy
386
+34
+10% +$1.76K ﹤0.01% 3156
2014
Q4 		$18K Hold
352
– – ﹤0.01% 3052
2014
Q3 		$16K Sell
352
-17
-5% -$719 ﹤0.01% 2817
2014
Q2 		$15K Sell
369
-30
-8% -$1.19K ﹤0.01% 2849
2014
Q1 		$20K Buy
399
+3
+0.8% +$150 ﹤0.01% 2575
2013
Q4 		$19K Hold
396
– – ﹤0.01% 2568
2013
Q3 		$19K Hold
396
– – ﹤0.01% 2482
2013
Q2 		$17K Buy
+396
New +$15.8K ﹤0.01% 2436

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Guidewire Software (GWRE) stake by 0.65% in Q4 2019, buying an estimated $5.03K and bringing the position to 7,001 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Ladenburg Thalmann Financial Services first reported a position in GWRE in Q2 2013 and has held it in 27 quarters since. 371 funds tracked by Wall St. Rank hold GWRE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 7,001 shares of Guidewire Software worth $745K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 45 Guidewire Software shares in Q4 2019, an estimated $5.03K.
  • Guidewire Software made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1501 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Guidewire Software in Q2 2013 and has held it in 27 quarters since.
  • 371 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2019.

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