Ladenburg Thalmann Financial Services’s Tiptree Inc TIPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,970	Closed	-$50K	–	5442
2019 Q2	$50K	Buy	+7,970	New	+$49.1K	﹤0.01%	3466
2017 Q2	–	Sell	-6,000	Closed	-$44K	–	4965
2017 Q1	$44K	Hold	6,000	–	–	﹤0.01%	3011
2016 Q4	$37K	Hold	6,000	–	–	﹤0.01%	3064
2016 Q3	$36K	Buy	+6,000	New	+$33K	﹤0.01%	3031
2015 Q2	–	Sell	-168	Closed	-$1K	–	4751
2015 Q1	$1K	Hold	168	–	–	﹤0.01%	4451
2014 Q4	$1K	Hold	168	–	–	﹤0.01%	4242
2014 Q3	$1K	Buy	+168	New	+$1.24K	﹤0.01%	3820

Other funds holding TIPT

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

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TIPT Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Tiptree Inc (TIPT) in Q3 2019, closing a stake of 7,970 shares — an estimated $50K sold.

Ladenburg Thalmann Financial Services first reported a position in TIPT in Q3 2014 and held it in 7 quarters. The position peaked at $50K in Q2 2019. 56 funds tracked by Wall St. Rank hold TIPT as of Q3 2019.

Ladenburg Thalmann Financial Services reported no remaining Tiptree Inc position as of Q3 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 7,970 Tiptree Inc shares in Q3 2019, an estimated $50K.
Ladenburg Thalmann Financial Services first reported a position in Tiptree Inc in Q3 2014 and held it in 7 quarters.
Ladenburg Thalmann Financial Services's Tiptree Inc position peaked at $50K in Q2 2019.
56 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.