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Ladenburg Thalmann Financial Services’s Silvercrest Asset Management SAMG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$0 Hold
10
– – ﹤0.01% 5474
2019
Q3 		$0 Hold
10
– – ﹤0.01% 5418
2019
Q2 		$0 Buy
+10
New +$140 ﹤0.01% 5380
2018
Q4 		– Sell
-81
Closed -$1K – 5311
2018
Q3 		$1K Buy
+81
New +$1.3K ﹤0.01% 5024

Other funds holding SAMG

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Silvercrest Asset Management (SAMG) position steady in Q4 2019 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5474.

Ladenburg Thalmann Financial Services first reported a position in SAMG in Q3 2018 and has held it in 4 quarters since. The position peaked at $1K in Q3 2018. 58 funds tracked by Wall St. Rank hold SAMG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 10 shares of Silvercrest Asset Management worth $0 as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Silvercrest Asset Management share count unchanged in Q4 2019.
  • Silvercrest Asset Management made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5474 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Silvercrest Asset Management in Q3 2018 and has held it in 4 quarters since.
  • Ladenburg Thalmann Financial Services's Silvercrest Asset Management position peaked at $1K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q4 2019.

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