LTFS
SSFN

Ladenburg Thalmann Financial Services’s Stewardship Financial Corp SSFN Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SSFN Stock Details SSFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,302
Closed -$10K – 5016
2016
Q3 		$10K Hold
1,302
– – ﹤0.01% 3844
2016
Q2 		$8K Hold
1,302
– – ﹤0.01% 3917
2016
Q1 		$8K Hold
1,302
– – ﹤0.01% 3862
2015
Q4 		$8K Hold
1,302
– – ﹤0.01% 3836
2015
Q3 		$8K Hold
1,302
– – ﹤0.01% 3701
2015
Q2 		$8K Hold
1,302
– – ﹤0.01% 3847
2015
Q1 		$7K Hold
1,302
– – ﹤0.01% 3857
2014
Q4 		$6K Hold
1,302
– – ﹤0.01% 3685
2014
Q3 		$6K Hold
1,302
– – ﹤0.01% 3357
2014
Q2 		$6K Hold
1,302
– – ﹤0.01% 3334
2014
Q1 		$7K Hold
1,302
– – ﹤0.01% 3148
2013
Q4 		$6K Hold
1,302
– – ﹤0.01% 3200
2013
Q3 		$7K Hold
1,302
– – ﹤0.01% 3052
2013
Q2 		$7K Buy
+1,302
New +$6.6K ﹤0.01% 2926

Other funds holding SSFN

BCM
BHZ Capital Management San Jose, California $61.6M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return