LTFS
SF

Ladenburg Thalmann Financial Services’s Stifel SF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$83K Buy
3,078
+526
+21% +$13.7K ﹤0.01% 3162
2019
Q3 		$65K Sell
2,552
-81
-3% -$2.04K ﹤0.01% 3246
2019
Q2 		$70K Buy
2,633
+477
+22% +$12.1K ﹤0.01% 3229
2019
Q1 		$51K Sell
2,156
-1,737
-45% -$39.3K ﹤0.01% 3387
2018
Q4 		$70K Buy
3,893
+768
+25% +$15.9K ﹤0.01% 3019
2018
Q3 		$72K Sell
3,125
-144
-4% -$3.47K ﹤0.01% 3080
2018
Q2 		$86K Hold
3,269
– – ﹤0.01% 2849
2018
Q1 		$86K Buy
3,269
+69
+2% +$1.96K ﹤0.01% 2849
2017
Q4 		$84K Buy
3,200
+619
+24% +$15.1K ﹤0.01% 2845
2017
Q3 		$61K Sell
2,581
-245
-9% -$5.31K ﹤0.01% 2951
2017
Q2 		$57K Buy
2,826
+85
+3% +$1.75K ﹤0.01% 2930
2017
Q1 		$61K Buy
2,741
+1,625
+146% +$37.4K ﹤0.01% 2767
2016
Q4 		$25K Buy
1,116
+650
+139% +$13.1K ﹤0.01% 3344
2016
Q3 		$7K Hold
466
– – ﹤0.01% 4027
2016
Q2 		$6K Buy
466
+115
+33% +$1.71K ﹤0.01% 4049
2016
Q1 		$4K Sell
351
-891
-72% -$12.7K ﹤0.01% 4177
2015
Q4 		$24K Buy
1,242
+630
+103% +$12.2K ﹤0.01% 3092
2015
Q3 		$11K Sell
612
-117
-16% -$2.65K ﹤0.01% 3477
2015
Q2 		$19K Buy
729
+36
+5% +$887 ﹤0.01% 3275
2015
Q1 		$18K Buy
693
+83
+14% +$1.92K ﹤0.01% 3257
2014
Q4 		$14K Sell
610
-513
-46% -$10.9K ﹤0.01% 3210
2014
Q3 		$23K Hold
1,123
– – ﹤0.01% 2556
2014
Q2 		$24K Hold
1,123
– – ﹤0.01% 2524
2014
Q1 		$25K Hold
1,123
– – ﹤0.01% 2427
2013
Q4 		$24K Buy
1,123
+502
+81% +$9.64K ﹤0.01% 2427
2013
Q3 		$11K Sell
621
-196
-24% -$3.42K ﹤0.01% 2810
2013
Q2 		$13K Buy
+817
New +$12.4K ﹤0.01% 2582

Other funds holding SF

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Stifel (SF) stake by 21% in Q4 2019, buying an estimated $13.7K and bringing the position to 3,078 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #3162.

Ladenburg Thalmann Financial Services first reported a position in SF in Q2 2013 and has held it in 27 quarters since. The position peaked at $86K in Q2 2018. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,078 shares of Stifel worth $83K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 526 Stifel shares in Q4 2019, an estimated $13.7K.
  • Stifel made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3162 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Stifel in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Stifel position peaked at $86K in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

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