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Ladenburg Thalmann Financial Services’s PDF Solutions PDFS Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Buy
+128
New +$1.96K ﹤0.01% 5090
2018
Q1 		– Sell
-160
Closed -$3K – 5170
2017
Q4 		$3K Hold
160
– – ﹤0.01% 4693
2017
Q3 		$2K Hold
160
– – ﹤0.01% 4688
2017
Q2 		$3K Hold
160
– – ﹤0.01% 4488
2017
Q1 		$4K Hold
160
– – ﹤0.01% 4385
2016
Q4 		$4K Hold
160
– – ﹤0.01% 4325
2016
Q3 		$3K Sell
160
-77
-32% -$1.25K ﹤0.01% 4374
2016
Q2 		$3K Hold
237
– – ﹤0.01% 4304
2016
Q1 		$3K Buy
+237
New +$2.6K ﹤0.01% 4271

Other funds holding PDFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services opened a new position in PDF Solutions (PDFS) in Q4 2019: 128 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #5090 among its holdings. This is a return to the name: Ladenburg Thalmann Financial Services previously reported a position in PDFS as recently as Q4 2017.

Ladenburg Thalmann Financial Services first reported a position in PDFS in Q1 2016 and has held it in 9 quarters since. The position peaked at $4K in Q1 2017. 109 funds tracked by Wall St. Rank hold PDFS as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 128 shares of PDF Solutions worth $2K as of Q4 2019.
  • PDF Solutions was a new Ladenburg Thalmann Financial Services position in Q4 2019.
  • PDF Solutions made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5090 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PDF Solutions in Q1 2016 and has held it in 9 quarters since.
  • Ladenburg Thalmann Financial Services's PDF Solutions position peaked at $4K in Q1 2017.
  • 109 funds tracked by Wall St. Rank held PDF Solutions as of Q4 2019.

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