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Ladenburg Thalmann Financial Services’s Marcus & Millichap MMI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$36K Sell
965
-11
-1% -$396 ﹤0.01% 3761
2019
Q3 		$34K Sell
976
-116
-11% -$3.96K ﹤0.01% 3696
2019
Q2 		$34K Hold
1,092
– – ﹤0.01% 3723
2019
Q1 		$45K Sell
1,092
-1
-0.1% -$38 ﹤0.01% 3475
2018
Q4 		$37K Buy
1,093
+128
+13% +$4.38K ﹤0.01% 3467
2018
Q3 		$33K Sell
965
-296
-23% -$11.2K ﹤0.01% 3586
2018
Q2 		$46K Hold
1,261
– – ﹤0.01% 3313
2018
Q1 		$46K Sell
1,261
-256
-17% -$8.36K ﹤0.01% 3313
2017
Q4 		$49K Buy
1,517
+311
+26% +$9.26K ﹤0.01% 3228
2017
Q3 		$32K Sell
1,206
-22
-2% -$572 ﹤0.01% 3396
2017
Q2 		$33K Buy
1,228
+740
+152% +$18.6K ﹤0.01% 3293
2017
Q1 		$12K Buy
488
+91
+23% +$2.36K ﹤0.01% 3891
2016
Q4 		$10K Hold
397
– – ﹤0.01% 3890
2016
Q3 		$10K Buy
397
+161
+68% +$4.26K ﹤0.01% 3818
2016
Q2 		$6K Hold
236
– – ﹤0.01% 4032
2016
Q1 		$6K Buy
236
+36
+18% +$844 ﹤0.01% 3980
2015
Q4 		$6K Sell
200
-136
-40% -$5.07K ﹤0.01% 3962
2015
Q3 		$15K Buy
336
+136
+68% +$6.37K ﹤0.01% 3279
2015
Q2 		$9K Buy
+200
New +$8.53K ﹤0.01% 3754

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its Marcus & Millichap (MMI) stake by 1.1% in Q4 2019, selling an estimated $396 and leaving 965 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

Ladenburg Thalmann Financial Services first reported a position in MMI in Q2 2015 and has held it in 19 quarters since. The position peaked at $49K in Q4 2017. 146 funds tracked by Wall St. Rank hold MMI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 965 shares of Marcus & Millichap worth $36K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 11 Marcus & Millichap shares in Q4 2019, an estimated $396.
  • Marcus & Millichap made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3761 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Marcus & Millichap in Q2 2015 and has held it in 19 quarters since.
  • Ladenburg Thalmann Financial Services's Marcus & Millichap position peaked at $49K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2019.

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