Ladenburg Thalmann Financial Services’s Presidio, Inc. Common Stock PSDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-346	Closed	-$5K	–	5426
2018 Q2	$5K	Hold	346	–	–	﹤0.01%	4627
2018 Q1	$5K	Sell	346 -54	-14%	-$901	﹤0.01%	4627
2017 Q4	$8K	Buy	+400	New	+$6.29K	﹤0.01%	4337
2017 Q2	–	Sell	-178	Closed	-$3K	–	5040
2017 Q1	$3K	Buy	+178	New	+$2.6K	﹤0.01%	4506

Other funds holding PSDO

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's PSDO Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of Presidio, Inc. Common Stock (PSDO) in Q3 2018, closing a stake of 346 shares — an estimated $5K sold.

Ladenburg Thalmann Financial Services first reported a position in PSDO in Q1 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 101 funds tracked by Wall St. Rank hold PSDO as of Q3 2018.

Ladenburg Thalmann Financial Services reported no remaining Presidio, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 346 Presidio, Inc. Common Stock shares in Q3 2018, an estimated $5K.
Ladenburg Thalmann Financial Services first reported a position in Presidio, Inc. Common Stock in Q1 2017 and held it in 4 quarters.
Ladenburg Thalmann Financial Services's Presidio, Inc. Common Stock position peaked at $8K in Q4 2017.
101 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.