Ladenburg Thalmann Financial Services’s Adesto Technologies Corp IOTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$47K	Buy	5,500 +2,000	+57%	+$15.7K	﹤0.01%	3581
2019 Q3	$30K	Hold	3,500	–	–	﹤0.01%	3787
2019 Q2	$29K	Hold	3,500	–	–	﹤0.01%	3841
2019 Q1	$21K	Buy	3,500 +500	+17%	+$2.78K	﹤0.01%	3977
2018 Q4	$13K	Buy	3,000 +500	+20%	+$2.39K	﹤0.01%	4146
2018 Q3	$15K	Buy	+2,500	New	+$14.9K	﹤0.01%	4086

Other funds holding IOTS

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Adesto Technologies Corp (IOTS) stake by 57% in Q4 2019, buying an estimated $15.7K and bringing the position to 5,500 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

Ladenburg Thalmann Financial Services first reported a position in IOTS in Q3 2018 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold IOTS as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,500 shares of Adesto Technologies Corp worth $47K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,000 Adesto Technologies Corp shares in Q4 2019, an estimated $15.7K.
Adesto Technologies Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3581 holding.
Ladenburg Thalmann Financial Services first reported a position in Adesto Technologies Corp in Q3 2018 and has held it in 6 quarters since.
83 funds tracked by Wall St. Rank held Adesto Technologies Corp as of Q4 2019.

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