Ladenburg Thalmann Financial Services’s Tecogen Inc TGEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2K	Hold	1,000	–	–	﹤0.01%	5120
2019 Q3	$2K	Hold	1,000	–	–	﹤0.01%	5018
2019 Q2	$4K	Hold	1,000	–	–	﹤0.01%	4811
2019 Q1	$4K	Hold	1,000	–	–	﹤0.01%	4770
2018 Q4	$4K	Hold	1,000	–	–	﹤0.01%	4701
2018 Q3	$3K	Hold	1,000	–	–	﹤0.01%	4804
2018 Q2	$3K	Hold	1,000	–	–	﹤0.01%	4793
2018 Q1	$3K	Hold	1,000	–	–	﹤0.01%	4793
2017 Q4	$3K	Hold	1,000	–	–	﹤0.01%	4711
2017 Q3	$3K	Buy	+1,000	New	+$3.24K	﹤0.01%	4599

Other funds holding TGEN

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services held its Tecogen Inc (TGEN) position steady in Q4 2019 at 1,000 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5120.

Ladenburg Thalmann Financial Services first reported a position in TGEN in Q3 2017 and has held it in 10 quarters since. The position peaked at $4K in Q2 2019. 23 funds tracked by Wall St. Rank hold TGEN as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,000 shares of Tecogen Inc worth $2K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Tecogen Inc share count unchanged in Q4 2019.
Tecogen Inc made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5120 holding.
Ladenburg Thalmann Financial Services first reported a position in Tecogen Inc in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Tecogen Inc position peaked at $4K in Q2 2019.
23 funds tracked by Wall St. Rank held Tecogen Inc as of Q4 2019.

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