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Ladenburg Thalmann Financial Services’s Perma-Fix Environmental Services PESI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-860
Closed -$4K – 5293
2018
Q3 		$4K Hold
860
– – ﹤0.01% 4689
2018
Q2 		$4K Hold
860
– – ﹤0.01% 4675
2018
Q1 		$4K Sell
860
-860
-50% -$3.35K ﹤0.01% 4675
2017
Q4 		$6K Hold
1,720
– – ﹤0.01% 4458
2017
Q3 		$7K Hold
1,720
– – ﹤0.01% 4251
2017
Q2 		$6K Hold
1,720
– – ﹤0.01% 4261
2017
Q1 		$5K Hold
1,720
– – ﹤0.01% 4321
2016
Q4 		$7K Hold
1,720
– – ﹤0.01% 4082
2016
Q3 		$9K Hold
1,720
– – ﹤0.01% 3888
2016
Q2 		$9K Hold
1,720
– – ﹤0.01% 3844
2016
Q1 		$6K Hold
1,720
– – ﹤0.01% 3988
2015
Q4 		$6K Buy
1,720
+860
+100% +$3.45K ﹤0.01% 3970
2015
Q3 		$3K Sell
860
-860
-50% -$3.32K ﹤0.01% 4154
2015
Q2 		$7K Hold
1,720
– – ﹤0.01% 3895
2015
Q1 		$7K Hold
1,720
– – ﹤0.01% 3829
2014
Q4 		$7K Hold
1,720
– – ﹤0.01% 3584
2014
Q3 		$7K Hold
1,720
– – ﹤0.01% 3274
2014
Q2 		$8K Hold
1,720
– – ﹤0.01% 3195
2014
Q1 		$8K Hold
1,720
– – ﹤0.01% 3078
2013
Q4 		$5K Hold
1,720
– – ﹤0.01% 3262
2013
Q3 		$6K Buy
1,720
+860
+100% +$2.17K ﹤0.01% 3098
2013
Q2 		$2K Buy
+860
New +$3.02K ﹤0.01% 3333

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PESI Position: Q4 2018 in Review

Ladenburg Thalmann Financial Services sold out of Perma-Fix Environmental Services (PESI) in Q4 2018, closing a stake of 860 shares — an estimated $4K sold.

Ladenburg Thalmann Financial Services first reported a position in PESI in Q2 2013 and held it in 22 quarters. The position peaked at $9K in Q3 2016. 21 funds tracked by Wall St. Rank hold PESI as of Q4 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Perma-Fix Environmental Services position as of Q4 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 860 Perma-Fix Environmental Services shares in Q4 2018, an estimated $4K.
  • Ladenburg Thalmann Financial Services first reported a position in Perma-Fix Environmental Services in Q2 2013 and held it in 22 quarters.
  • Ladenburg Thalmann Financial Services's Perma-Fix Environmental Services position peaked at $9K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q4 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2018, filed 14 Feb 2019.