LTFS
TSC

Ladenburg Thalmann Financial Services’s TriState Capital Holdings, Inc. TSC Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$30K Hold
1,152
– – ﹤0.01% 3894
2019
Q3 		$24K Buy
+1,152
New +$23.6K ﹤0.01% 3935

Other funds holding TSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its TriState Capital Holdings, Inc. (TSC) position steady in Q4 2019 at 1,152 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Ladenburg Thalmann Financial Services first reported a position in TSC in Q3 2019 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold TSC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,152 shares of TriState Capital Holdings, Inc. worth $30K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its TriState Capital Holdings, Inc. share count unchanged in Q4 2019.
  • TriState Capital Holdings, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3894 holding.
  • Ladenburg Thalmann Financial Services first reported a position in TriState Capital Holdings, Inc. in Q3 2019 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q4 2019.

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