LTFS
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Ladenburg Thalmann Financial Services’s TFS Financial TFSL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$320K Sell
16,257
-403
-2% -$7.78K ﹤0.01% 2167
2019
Q3 		$300K Sell
16,660
-2,534
-13% -$45.4K ﹤0.01% 2173
2019
Q2 		$347K Buy
19,194
+1,883
+11% +$32.1K ﹤0.01% 2022
2019
Q1 		$284K Buy
17,311
+332
+2% +$5.55K ﹤0.01% 2138
2018
Q4 		$274K Buy
16,979
+9,472
+126% +$145K ﹤0.01% 1993
2018
Q3 		$114K Sell
7,507
-4,139
-36% -$64.6K ﹤0.01% 2726
2018
Q2 		$171K Hold
11,646
– – ﹤0.01% 2356
2018
Q1 		$171K Buy
11,646
+968
+9% +$14.5K ﹤0.01% 2356
2017
Q4 		$158K Sell
10,678
-4,796
-31% -$73.8K ﹤0.01% 2393
2017
Q3 		$250K Sell
15,474
-1,251
-7% -$19.4K ﹤0.01% 1935
2017
Q2 		$259K Sell
16,725
-190
-1% -$3.07K ﹤0.01% 1831
2017
Q1 		$281K Buy
16,915
+558
+3% +$9.77K ﹤0.01% 1680
2016
Q4 		$312K Buy
16,357
+2,021
+14% +$37.2K ﹤0.01% 1527
2016
Q3 		$256K Sell
14,336
-4,908
-26% -$88.2K ﹤0.01% 1585
2016
Q2 		$331K Sell
19,244
-40
-0.2% -$713 0.01% 1364
2016
Q1 		$336K Buy
19,284
+9,037
+88% +$154K 0.01% 1264
2015
Q4 		$192K Buy
10,247
+539
+6% +$9.88K ﹤0.01% 1611
2015
Q3 		$167K Buy
9,708
+798
+9% +$13.5K ﹤0.01% 1607
2015
Q2 		$150K Buy
8,910
+1,370
+18% +$20.6K ﹤0.01% 1809
2015
Q1 		$110K Buy
7,540
+2,168
+40% +$31.1K ﹤0.01% 2018
2014
Q4 		$80K Sell
5,372
-5,539
-51% -$81.9K ﹤0.01% 2044
2014
Q3 		$156K Sell
10,911
-2,633
-19% -$36.8K ﹤0.01% 1349
2014
Q2 		$193K Hold
13,544
– – 0.01% 1216
2014
Q1 		$168K Hold
13,544
– – ﹤0.01% 1213
2013
Q4 		$164K Buy
13,544
+500
+4% +$5.98K 0.01% 1181
2013
Q3 		$156K Buy
13,044
+8,300
+175% +$95.6K 0.01% 1134
2013
Q2 		$53K Buy
+4,744
New +$51.5K ﹤0.01% 1704

Other funds holding TFSL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its TFS Financial (TFSL) stake by 2.4% in Q4 2019, selling an estimated $7.78K and leaving 16,257 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Ladenburg Thalmann Financial Services first reported a position in TFSL in Q2 2013 and has held it in 27 quarters since. The position peaked at $347K in Q2 2019. 131 funds tracked by Wall St. Rank hold TFSL as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 16,257 shares of TFS Financial worth $320K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 403 TFS Financial shares in Q4 2019, an estimated $7.78K.
  • TFS Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2167 holding.
  • Ladenburg Thalmann Financial Services first reported a position in TFS Financial in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's TFS Financial position peaked at $347K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held TFS Financial as of Q4 2019.

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