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Ladenburg Thalmann Financial Services’s Spire SR Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$357K Buy
4,281
+524
+14% +$42.9K ﹤0.01% 2078
2019
Q3 		$328K Buy
3,757
+338
+10% +$28.5K ﹤0.01% 2099
2019
Q2 		$286K Sell
3,419
-12
-0.3% -$1.01K ﹤0.01% 2189
2019
Q1 		$282K Buy
3,431
+674
+24% +$52.6K ﹤0.01% 2144
2018
Q4 		$204K Buy
2,757
+32
+1% +$2.42K ﹤0.01% 2231
2018
Q3 		$200K Buy
2,725
+17
+0.6% +$1.26K ﹤0.01% 2309
2018
Q2 		$196K Hold
2,708
– – ﹤0.01% 2253
2018
Q1 		$196K Buy
2,708
+500
+23% +$34.1K ﹤0.01% 2253
2017
Q4 		$166K Buy
2,208
+5
+0.2% +$388 ﹤0.01% 2341
2017
Q3 		$165K Buy
2,203
+4
+0.2% +$297 ﹤0.01% 2246
2017
Q2 		$153K Buy
2,199
+4
+0.2% +$279 ﹤0.01% 2220
2017
Q1 		$148K Buy
2,195
+5
+0.2% +$325 ﹤0.01% 2128
2016
Q4 		$142K Buy
2,190
+4
+0.2% +$252 ﹤0.01% 2057
2016
Q3 		$139K Buy
2,186
+4
+0.2% +$267 ﹤0.01% 2012
2016
Q2 		$155K Buy
2,182
+1
+0% +$66 ﹤0.01% 1840
2016
Q1 		$148K Sell
2,181
-148
-6% -$9.43K ﹤0.01% 1809
2015
Q4 		$138K Buy
2,329
+74
+3% +$4.27K ﹤0.01% 1838
2015
Q3 		$123K Buy
2,255
+19
+0.8% +$1.01K ﹤0.01% 1831
2015
Q2 		$116K Buy
2,236
+786
+54% +$41K ﹤0.01% 1999
2015
Q1 		$74K Buy
1,450
+523
+56% +$27.4K ﹤0.01% 2281
2014
Q4 		$49K Sell
927
-233
-20% -$11.7K ﹤0.01% 2379
2014
Q3 		$54K Hold
1,160
– – ﹤0.01% 1984
2014
Q2 		$56K Sell
1,160
-82
-7% -$3.83K ﹤0.01% 1976
2014
Q1 		$59K Buy
1,242
+1
+0.1% +$45 ﹤0.01% 1841
2013
Q4 		$57K Hold
1,241
– – ﹤0.01% 1825
2013
Q3 		$56K Buy
1,241
+1
+0.1% +$45 ﹤0.01% 1750
2013
Q2 		$57K Buy
+1,240
New +$56.5K ﹤0.01% 1656

Other funds holding SR

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Spire (SR) stake by 14% in Q4 2019, buying an estimated $42.9K and bringing the position to 4,281 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Ladenburg Thalmann Financial Services first reported a position in SR in Q2 2013 and has held it in 27 quarters since. 261 funds tracked by Wall St. Rank hold SR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,281 shares of Spire worth $357K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 524 Spire shares in Q4 2019, an estimated $42.9K.
  • Spire made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2078 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Spire in Q2 2013 and has held it in 27 quarters since.
  • 261 funds tracked by Wall St. Rank held Spire as of Q4 2019.

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