Ladenburg Thalmann Financial Services’s StoneX SNEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$432K	Buy	44,823 +324	+0.7%	+$2.68K	﹤0.01%	1931
2019 Q3	$361K	Hold	44,499	–	–	﹤0.01%	2020
2019 Q2	$348K	Buy	44,499 +2,961	+7%	+$22.1K	﹤0.01%	2020
2019 Q1	$318K	Hold	41,538	–	–	﹤0.01%	2042
2018 Q4	$300K	Buy	41,538 +8,353	+25%	+$70.8K	﹤0.01%	1911
2018 Q3	$317K	Sell	33,185 -3,746	-10%	-$39.9K	﹤0.01%	1948
2018 Q2	$311K	Hold	36,931	–	–	﹤0.01%	1910
2018 Q1	$311K	Buy	36,931 +5,240	+17%	+$44.1K	﹤0.01%	1910
2017 Q4	$266K	Buy	31,691 +31,185	+6,163%	+$256K	﹤0.01%	1998
2017 Q3	$4K	Hold	506	–	–	﹤0.01%	4489
2017 Q2	$4K	Hold	506	–	–	﹤0.01%	4400
2017 Q1	$4K	Buy	+506	New	+$3.75K	﹤0.01%	4390
2015 Q3	–	Sell	-3,427	Closed	-$23K	–	4717
2015 Q2	$23K	Sell	3,427 -370	-10%	-$2.48K	﹤0.01%	3152
2015 Q1	$22K	Buy	+3,797	New	+$18.2K	﹤0.01%	3126

Other funds holding SNEX

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

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

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCMF

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

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its StoneX (SNEX) stake by 0.73% in Q4 2019, buying an estimated $2.68K and bringing the position to 44,823 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Ladenburg Thalmann Financial Services first reported a position in SNEX in Q1 2015 and has held it in 14 quarters since. 142 funds tracked by Wall St. Rank hold SNEX as of Q4 2019.

Ladenburg Thalmann Financial Services held 44,823 shares of StoneX worth $432K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 324 StoneX shares in Q4 2019, an estimated $2.68K.
StoneX made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1931 holding.
Ladenburg Thalmann Financial Services first reported a position in StoneX in Q1 2015 and has held it in 14 quarters since.
142 funds tracked by Wall St. Rank held StoneX as of Q4 2019.

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