Ladenburg Thalmann Financial Services’s Sunworks, Inc. SUNW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Hold	100	–	–	﹤0.01%	5554
2019 Q3	$0	Hold	100	–	–	﹤0.01%	5503
2019 Q2	$0	Hold	100	–	–	﹤0.01%	5459
2019 Q1	$0	Hold	100	–	–	﹤0.01%	5382
2018 Q4	$0	Hold	100	–	–	﹤0.01%	5377
2018 Q3	$0	Hold	100	–	–	﹤0.01%	5362
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	5038
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	5038
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	4952
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	4850
2017 Q2	$1K	Sell	100 -55	-35%	-$597	﹤0.01%	4789
2017 Q1	$2K	Hold	155	–	–	﹤0.01%	4608
2016 Q4	$2K	Sell	155 -329	-68%	-$5.82K	﹤0.01%	4566
2016 Q3	$9K	Buy	484 +429	+780%	+$8.24K	﹤0.01%	3899
2016 Q2	$1K	Hold	55	–	–	﹤0.01%	4636
2016 Q1	$1K	Buy	+55	New	+$1.05K	﹤0.01%	4581
2015 Q3	–	Sell	-71	Closed	-$2K	–	4765
2015 Q2	$2K	Hold	71	–	–	﹤0.01%	4378
2015 Q1	$3K	Buy	+71	New	+$1.76K	﹤0.01%	4190

Other funds holding SUNW

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Sunworks, Inc. (SUNW) position steady in Q4 2019 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5554.

Ladenburg Thalmann Financial Services first reported a position in SUNW in Q1 2015 and has held it in 18 quarters since. The position peaked at $9K in Q3 2016. 19 funds tracked by Wall St. Rank hold SUNW as of Q4 2019.

Ladenburg Thalmann Financial Services held 100 shares of Sunworks, Inc. worth $0 as of Q4 2019.
Ladenburg Thalmann Financial Services left its Sunworks, Inc. share count unchanged in Q4 2019.
Sunworks, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5554 holding.
Ladenburg Thalmann Financial Services first reported a position in Sunworks, Inc. in Q1 2015 and has held it in 18 quarters since.
Ladenburg Thalmann Financial Services's Sunworks, Inc. position peaked at $9K in Q3 2016.
19 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2019.

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