Ladenburg Thalmann Financial Services’s SmartFinancial SMBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$278K	Hold	11,780	–	–	﹤0.01%	2257
2019 Q3	$246K	Sell	11,780 -1,665	-12%	-$35.1K	﹤0.01%	2314
2019 Q2	$292K	Buy	13,445 +4,285	+47%	+$88.6K	﹤0.01%	2166
2019 Q1	$175K	Buy	9,160 +4,195	+84%	+$80.1K	﹤0.01%	2494
2018 Q4	$87K	Buy	4,965 +1,665	+50%	+$34.5K	﹤0.01%	2847
2018 Q3	$77K	Buy	+3,300	New	+$82.1K	﹤0.01%	3014
2018 Q1	–	Sell	-8,500	Closed	-$184K	–	5187
2017 Q4	$184K	Buy	+8,500	New	+$196K	﹤0.01%	2266

Other funds holding SMBK

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its SmartFinancial (SMBK) position steady in Q4 2019 at 11,780 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Ladenburg Thalmann Financial Services first reported a position in SMBK in Q4 2017 and has held it in 7 quarters since. The position peaked at $292K in Q2 2019. 84 funds tracked by Wall St. Rank hold SMBK as of Q4 2019.

Ladenburg Thalmann Financial Services held 11,780 shares of SmartFinancial worth $278K as of Q4 2019.
Ladenburg Thalmann Financial Services left its SmartFinancial share count unchanged in Q4 2019.
SmartFinancial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2257 holding.
Ladenburg Thalmann Financial Services first reported a position in SmartFinancial in Q4 2017 and has held it in 7 quarters since.
Ladenburg Thalmann Financial Services's SmartFinancial position peaked at $292K in Q2 2019.
84 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2019.

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