LTFS
PVTB

Ladenburg Thalmann Financial Services’s PrivateBancorp Inc PVTB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,200
Closed -$249K – 5097
2017
Q1 		$249K Sell
4,200
-500
-11% -$28K ﹤0.01% 1757
2016
Q4 		$255K Sell
4,700
-67
-1% -$3.23K ﹤0.01% 1653
2016
Q3 		$219K Sell
4,767
-1,357
-22% -$61K ﹤0.01% 1703
2016
Q2 		$270K Hold
6,124
– – ﹤0.01% 1484
2016
Q1 		$236K Sell
6,124
-476
-7% -$17.5K ﹤0.01% 1501
2015
Q4 		$271K Buy
6,600
+500
+8% +$21K 0.01% 1374
2015
Q3 		$234K Buy
6,100
+500
+9% +$19.7K ﹤0.01% 1380
2015
Q2 		$223K Hold
5,600
– – ﹤0.01% 1537
2015
Q1 		$197K Buy
5,600
+4,100
+273% +$138K ﹤0.01% 1586
2014
Q4 		$50K Sell
1,500
-4,100
-73% -$128K ﹤0.01% 2368
2014
Q3 		$167K Sell
5,600
-1,725
-24% -$50.7K ﹤0.01% 1314
2014
Q2 		$213K Hold
7,325
– – 0.01% 1167
2014
Q1 		$223K Hold
7,325
– – 0.01% 1075
2013
Q4 		$212K Sell
7,325
-1,925
-21% -$49.6K 0.01% 1047
2013
Q3 		$198K Hold
9,250
– – 0.01% 1015
2013
Q2 		$196K Buy
+9,250
New +$178K 0.01% 985

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Ladenburg Thalmann Financial Services's PVTB Position: Q2 2017 in Review

Ladenburg Thalmann Financial Services sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 4,200 shares — an estimated $249K sold.

Ladenburg Thalmann Financial Services first reported a position in PVTB in Q2 2013 and held it in 16 quarters. The position peaked at $271K in Q4 2015. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • Ladenburg Thalmann Financial Services reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 4,200 PrivateBancorp Inc shares in Q2 2017, an estimated $249K.
  • Ladenburg Thalmann Financial Services first reported a position in PrivateBancorp Inc in Q2 2013 and held it in 16 quarters.
  • Ladenburg Thalmann Financial Services's PrivateBancorp Inc position peaked at $271K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q2 2017, filed 14 Aug 2017.