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Ladenburg Thalmann Financial Services’s Stagwell STGW Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,000
Closed -$10K – 5197
2017
Q4 		$10K Buy
1,000
+865
+641% +$9.5K ﹤0.01% 4190
2017
Q3 		$1K Hold
135
– – ﹤0.01% 4824
2017
Q2 		$1K Hold
135
– – ﹤0.01% 4767
2017
Q1 		$1K Hold
135
– – ﹤0.01% 4743
2016
Q4 		$1K Sell
135
-424
-76% -$3.13K ﹤0.01% 4707
2016
Q3 		$6K Sell
559
-1,136
-67% -$16K ﹤0.01% 4090
2016
Q2 		$31K Hold
1,695
– – ﹤0.01% 3041
2016
Q1 		$40K Buy
1,695
+555
+49% +$11.3K ﹤0.01% 2754
2015
Q4 		$25K Sell
1,140
-209
-15% -$4.41K ﹤0.01% 3064
2015
Q3 		$25K Buy
1,349
+368
+38% +$6.88K ﹤0.01% 2963
2015
Q2 		$19K Buy
+981
New +$22.3K ﹤0.01% 3277
2015
Q1 		– Sell
-121
Closed -$3K – 4647
2014
Q4 		$3K Buy
+121
New +$2.53K ﹤0.01% 3946
2014
Q2 		– Sell
-14
Closed – – 3968
2014
Q1 		$0 Buy
+14
New +$335 ﹤0.01% 3842

Other funds holding STGW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ladenburg Thalmann Financial Services's STGW Position: Q1 2018 in Review

Ladenburg Thalmann Financial Services sold out of Stagwell (STGW) in Q1 2018, closing a stake of 1,000 shares — an estimated $10K sold.

Ladenburg Thalmann Financial Services first reported a position in STGW in Q1 2014 and held it in 13 quarters. The position peaked at $40K in Q1 2016. 129 funds tracked by Wall St. Rank hold STGW as of Q1 2018.

  • Ladenburg Thalmann Financial Services reported no remaining Stagwell position as of Q1 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 1,000 Stagwell shares in Q1 2018, an estimated $10K.
  • Ladenburg Thalmann Financial Services first reported a position in Stagwell in Q1 2014 and held it in 13 quarters.
  • Ladenburg Thalmann Financial Services's Stagwell position peaked at $40K in Q1 2016.
  • 129 funds tracked by Wall St. Rank held Stagwell as of Q1 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2018, filed 15 May 2018.