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 – 5014
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 $88M 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 $30.4B AUM 27.51% 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 $9.37B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $344B AUM 42.99% 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

Ladenburg Thalmann Financial Services's SSFN Position: Q4 2016 in Review

Ladenburg Thalmann Financial Services sold out of Stewardship Financial Corp (SSFN) in Q4 2016, closing a stake of 1,302 shares — an estimated $10K sold.

Ladenburg Thalmann Financial Services first reported a position in SSFN in Q2 2013 and held it in 14 quarters. The position peaked at $10K in Q3 2016. 13 funds tracked by Wall St. Rank hold SSFN as of Q4 2016.

  • Ladenburg Thalmann Financial Services reported no remaining Stewardship Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,302 Stewardship Financial Corp shares in Q4 2016, an estimated $10K.
  • Ladenburg Thalmann Financial Services first reported a position in Stewardship Financial Corp in Q2 2013 and held it in 14 quarters.
  • Ladenburg Thalmann Financial Services's Stewardship Financial Corp position peaked at $10K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held Stewardship Financial Corp as of Q4 2016.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2016, filed 14 Feb 2017.