LTFS
LGMK

Ladenburg Thalmann Financial Services’s LogicMark LGMK Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio LGMK Stock Details LGMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1
Closed -$4K – 5368
2019
Q2 		$4K Buy
+1
New +$4.06K ﹤0.01% 4784
2018
Q4 		– Hold
0
– -$3K – 5270
2018
Q3 		– Hold
0
– – – 4779
2018
Q2 		– Hold
0
– – – 4664
2018
Q1 		– Hold
0
– – – 4664
2017
Q4 		– Hold
0
– – – 4375
2017
Q3 		– Hold
0
– – – 4477

Other funds holding LGMK

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LGMK Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of LogicMark (LGMK) in Q3 2019, closing a stake of 1 share — an estimated $4K sold.

Ladenburg Thalmann Financial Services first reported a position in LGMK in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 14 funds tracked by Wall St. Rank hold LGMK as of Q3 2019.

  • Ladenburg Thalmann Financial Services reported no remaining LogicMark position as of Q3 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1 LogicMark share in Q3 2019, an estimated $4K.
  • Ladenburg Thalmann Financial Services first reported a position in LogicMark in Q2 2019 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's LogicMark position peaked at $4K in Q2 2019.
  • 14 funds tracked by Wall St. Rank held LogicMark as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.