LTFS
UBFO

Ladenburg Thalmann Financial Services’s United Security Bancshares UBFO Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-116
Closed -$1K – 5336
2018
Q3 		$1K Buy
+116
New +$1.28K ﹤0.01% 5041

Other funds holding UBFO

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UBFO Position: Q4 2018 in Review

Ladenburg Thalmann Financial Services sold out of United Security Bancshares (UBFO) in Q4 2018, closing a stake of 116 shares — an estimated $1K sold.

Ladenburg Thalmann Financial Services first reported a position in UBFO in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 55 funds tracked by Wall St. Rank hold UBFO as of Q4 2018.

  • Ladenburg Thalmann Financial Services reported no remaining United Security Bancshares position as of Q4 2018 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 116 United Security Bancshares shares in Q4 2018, an estimated $1K.
  • Ladenburg Thalmann Financial Services first reported a position in United Security Bancshares in Q3 2018 and held it in 1 quarter.
  • Ladenburg Thalmann Financial Services's United Security Bancshares position peaked at $1K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held United Security Bancshares as of Q4 2018.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2018, filed 14 Feb 2019.