Ladenburg Thalmann Financial Services’s Summit State Bank SSBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$9K	Buy	787 +7	+0.9%	+$79	﹤0.01%	4535
2019 Q3	$8K	Buy	780 +8	+1%	+$87	﹤0.01%	4501
2019 Q2	$8K	Buy	772 +7	+0.9%	+$73	﹤0.01%	4549
2019 Q1	$8K	Buy	765 +8	+1%	+$87	﹤0.01%	4476
2018 Q4	$8K	Buy	757 +8	+1%	+$94	﹤0.01%	4406
2018 Q3	$10K	Buy	749 +11	+1%	+$156	﹤0.01%	4298
2018 Q2	$9K	Hold	738	–	–	﹤0.01%	4314
2018 Q1	$9K	Buy	+738	New	+$8.87K	﹤0.01%	4314

Other funds holding SSBI

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

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

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Summit State Bank (SSBI) stake by 0.9% in Q4 2019, buying an estimated $79 and bringing the position to 787 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4535.

Ladenburg Thalmann Financial Services first reported a position in SSBI in Q1 2018 and has held it in 8 quarters since. The position peaked at $10K in Q3 2018. 22 funds tracked by Wall St. Rank hold SSBI as of Q4 2019.

Ladenburg Thalmann Financial Services held 787 shares of Summit State Bank worth $9K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 7 Summit State Bank shares in Q4 2019, an estimated $79.
Summit State Bank made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4535 holding.
Ladenburg Thalmann Financial Services first reported a position in Summit State Bank in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's Summit State Bank position peaked at $10K in Q3 2018.
22 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2019.

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