Ladenburg Thalmann Financial Services’s Lake Sunapee Bank Group LSBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,000	Closed	-$36K	–	5072
2016 Q3	$36K	Hold	2,000	–	–	﹤0.01%	3042
2016 Q2	$34K	Hold	2,000	–	–	﹤0.01%	2983
2016 Q1	$28K	Hold	2,000	–	–	﹤0.01%	3031
2015 Q4	$28K	Hold	2,000	–	–	﹤0.01%	2994
2015 Q3	$29K	Hold	2,000	–	–	﹤0.01%	2861
2015 Q2	$29K	Hold	2,000	–	–	﹤0.01%	3000
2015 Q1	$31K	Hold	2,000	–	–	﹤0.01%	2918
2014 Q4	$31K	Hold	2,000	–	–	﹤0.01%	2697
2014 Q3	$31K	Hold	2,000	–	–	﹤0.01%	2339
2014 Q2	$30K	Hold	2,000	–	–	﹤0.01%	2381
2014 Q1	$30K	Hold	2,000	–	–	﹤0.01%	2305
2013 Q4	$31K	Hold	2,000	–	–	﹤0.01%	2257
2013 Q3	$27K	Hold	2,000	–	–	﹤0.01%	2254
2013 Q2	$29K	Buy	+2,000	New	+$26.6K	﹤0.01%	2106

Other funds holding LSBG

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

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

CCM

Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

Ladenburg Thalmann Financial Services's LSBG Position: Q4 2016 in Review

Ladenburg Thalmann Financial Services sold out of Lake Sunapee Bank Group (LSBG) in Q4 2016, closing a stake of 2,000 shares — an estimated $36K sold.

Ladenburg Thalmann Financial Services first reported a position in LSBG in Q2 2013 and held it in 14 quarters. The position peaked at $36K in Q3 2016. 61 funds tracked by Wall St. Rank hold LSBG as of Q4 2016.

Ladenburg Thalmann Financial Services reported no remaining Lake Sunapee Bank Group position as of Q4 2016 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 2,000 Lake Sunapee Bank Group shares in Q4 2016, an estimated $36K.
Ladenburg Thalmann Financial Services first reported a position in Lake Sunapee Bank Group in Q2 2013 and held it in 14 quarters.
Ladenburg Thalmann Financial Services's Lake Sunapee Bank Group position peaked at $36K in Q3 2016.
61 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q4 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2016, filed 14 Feb 2017.