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Ladenburg Thalmann Financial Services’s Coffee Holding Co JVA Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$1K – 4909
2016
Q4 		$1K Hold
200
– – ﹤0.01% 4663
2016
Q3 		$1K Hold
200
– – ﹤0.01% 4622
2016
Q2 		$1K Buy
+200
New +$856 ﹤0.01% 4575
2013
Q4 		– Sell
-700
Closed -$4K – 3784
2013
Q3 		$4K Hold
700
– – ﹤0.01% 3276
2013
Q2 		$4K Buy
+700
New +$4.68K ﹤0.01% 3141

Other funds holding JVA

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services sold out of Coffee Holding Co (JVA) in Q1 2017, closing a stake of 200 shares — an estimated $1K sold.

Ladenburg Thalmann Financial Services first reported a position in JVA in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q3 2013. 23 funds tracked by Wall St. Rank hold JVA as of Q1 2017.

  • Ladenburg Thalmann Financial Services reported no remaining Coffee Holding Co position as of Q1 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 200 Coffee Holding Co shares in Q1 2017, an estimated $1K.
  • Ladenburg Thalmann Financial Services first reported a position in Coffee Holding Co in Q2 2013 and held it in 5 quarters.
  • Ladenburg Thalmann Financial Services's Coffee Holding Co position peaked at $4K in Q3 2013.
  • 23 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2017.

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