Ladenburg Thalmann Financial Services’s Grupo SIMEC SIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2K	Hold	151	–	–	﹤0.01%	5100
2019 Q3	$1K	Hold	151	–	–	﹤0.01%	5153
2019 Q2	$1K	Buy	151 +1	+0.7%	+$9	﹤0.01%	5146
2019 Q1	$1K	Hold	150	–	–	﹤0.01%	5103
2018 Q4	$1K	Hold	150	–	–	﹤0.01%	5080
2018 Q3	$1K	Sell	150 -100	-40%	-$927	﹤0.01%	5025
2018 Q2	$2K	Hold	250	–	–	﹤0.01%	4889
2018 Q1	$2K	Hold	250	–	–	﹤0.01%	4889
2017 Q4	$2K	Hold	250	–	–	﹤0.01%	4799
2017 Q3	$3K	Sell	250 -300	-55%	-$3.23K	﹤0.01%	4582
2017 Q2	$6K	Hold	550	–	–	﹤0.01%	4267
2017 Q1	$7K	Sell	550 -960	-64%	-$13.1K	﹤0.01%	4176
2016 Q4	$22K	Sell	1,510 -40	-3%	-$463	﹤0.01%	3430
2016 Q3	$15K	Hold	1,550	–	–	﹤0.01%	3582
2016 Q2	$12K	Buy	1,550 +100	+7%	+$863	﹤0.01%	3673
2016 Q1	$11K	Hold	1,450	–	–	﹤0.01%	3656
2015 Q4	$10K	Hold	1,450	–	–	﹤0.01%	3686
2015 Q3	$10K	Hold	1,450	–	–	﹤0.01%	3548
2015 Q2	$13K	Hold	1,450	–	–	﹤0.01%	3519
2015 Q1	$11K	Buy	1,450 +300	+26%	+$2.55K	﹤0.01%	3582
2014 Q4	$11K	Buy	+1,150	New	+$13.1K	﹤0.01%	3369
2013 Q3	–	Sell	-73	Closed	-$1K	–	3810
2013 Q2	$1K	Buy	+73	New	+$991	﹤0.01%	3497

Other funds holding SIM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Grupo SIMEC (SIM) position steady in Q4 2019 at 151 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5100.

Ladenburg Thalmann Financial Services first reported a position in SIM in Q2 2013 and has held it in 22 quarters since. The position peaked at $22K in Q4 2016. 11 funds tracked by Wall St. Rank hold SIM as of Q4 2019.

Ladenburg Thalmann Financial Services held 151 shares of Grupo SIMEC worth $2K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Grupo SIMEC share count unchanged in Q4 2019.
Grupo SIMEC made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5100 holding.
Ladenburg Thalmann Financial Services first reported a position in Grupo SIMEC in Q2 2013 and has held it in 22 quarters since.
Ladenburg Thalmann Financial Services's Grupo SIMEC position peaked at $22K in Q4 2016.
11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q4 2019.

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