LTFS
SMRT

Ladenburg Thalmann Financial Services’s Stein Mart Inc SMRT Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,073
Closed -$3K – 5413
2018
Q2 		$3K Hold
2,073
– – ﹤0.01% 4814
2018
Q1 		$3K Hold
2,073
– – ﹤0.01% 4814
2017
Q4 		$2K Hold
2,073
– – ﹤0.01% 4835
2017
Q3 		$3K Buy
+2,073
New +$2.69K ﹤0.01% 4615

Other funds holding SMRT

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
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SMRT Position: Q3 2018 in Review

Ladenburg Thalmann Financial Services sold out of Stein Mart Inc (SMRT) in Q3 2018, closing a stake of 2,073 shares — an estimated $3K sold.

Ladenburg Thalmann Financial Services first reported a position in SMRT in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 49 funds tracked by Wall St. Rank hold SMRT as of Q3 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Stein Mart Inc position as of Q3 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 2,073 Stein Mart Inc shares in Q3 2018, an estimated $3K.
  • Ladenburg Thalmann Financial Services first reported a position in Stein Mart Inc in Q3 2017 and held it in 4 quarters.
  • Ladenburg Thalmann Financial Services's Stein Mart Inc position peaked at $3K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Stein Mart Inc as of Q3 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.