Ladenburg Thalmann Financial Services’s Warrior Met Coal HCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$30K	Buy	1,401 +1,022	+270%	+$20.9K	﹤0.01%	3884
2019 Q3	$7K	Hold	379	–	–	﹤0.01%	4539
2019 Q2	$10K	Sell	379 -205	-35%	-$5.84K	﹤0.01%	4430
2019 Q1	$18K	Buy	584 +1	+0.2%	+$27	﹤0.01%	4061
2018 Q4	$14K	Sell	583 -78	-12%	-$1.99K	﹤0.01%	4077
2018 Q3	$18K	Sell	661 -101	-13%	-$2.58K	﹤0.01%	3966
2018 Q2	$21K	Hold	762	–	–	﹤0.01%	3801
2018 Q1	$21K	Buy	762 +156	+26%	+$4.52K	﹤0.01%	3801
2017 Q4	$15K	Buy	+606	New	+$15.2K	﹤0.01%	3964

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Warrior Met Coal (HCC) stake by 270% in Q4 2019, buying an estimated $20.9K and bringing the position to 1,401 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

Ladenburg Thalmann Financial Services first reported a position in HCC in Q4 2017 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold HCC as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,401 shares of Warrior Met Coal worth $30K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,022 Warrior Met Coal shares in Q4 2019, an estimated $20.9K.
Warrior Met Coal made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3884 holding.
Ladenburg Thalmann Financial Services first reported a position in Warrior Met Coal in Q4 2017 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2019.

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