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Ladenburg Thalmann Financial Services’s Liberty Energy LBRT Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Hold
487
– – ﹤0.01% 4776
2019
Q3 		$5K Buy
487
+209
+75% +$2.56K ﹤0.01% 4686
2019
Q2 		$4K Sell
278
-6
-2% -$92 ﹤0.01% 4781
2019
Q1 		$4K Buy
284
+184
+184% +$2.82K ﹤0.01% 4739
2018
Q4 		$2K Hold
100
– – ﹤0.01% 4895
2018
Q3 		$2K Hold
100
– – ﹤0.01% 4883
2018
Q2 		$2K Hold
100
– – ﹤0.01% 4875
2018
Q1 		$2K Buy
+100
New +$1.97K ﹤0.01% 4875

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Liberty Energy (LBRT) position steady in Q4 2019 at 487 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4776.

Ladenburg Thalmann Financial Services first reported a position in LBRT in Q1 2018 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold LBRT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 487 shares of Liberty Energy worth $5K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Liberty Energy share count unchanged in Q4 2019.
  • Liberty Energy made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4776 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Liberty Energy in Q1 2018 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held Liberty Energy as of Q4 2019.

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