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Ladenburg Thalmann Financial Services’s United-Guardian UG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$3K – 4970
2016
Q4 		$3K Hold
200
– – ﹤0.01% 4442
2016
Q3 		$3K Hold
200
– – ﹤0.01% 4382
2016
Q2 		$3K Sell
200
-9,595
-98% -$169K ﹤0.01% 4314
2016
Q1 		$202K Buy
+9,795
New +$208K ﹤0.01% 1603

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UG Position: Q1 2017 in Review

Ladenburg Thalmann Financial Services sold out of United-Guardian (UG) in Q1 2017, closing a stake of 200 shares — an estimated $3K sold.

Ladenburg Thalmann Financial Services first reported a position in UG in Q1 2016 and held it in 4 quarters. The position peaked at $202K in Q1 2016. 29 funds tracked by Wall St. Rank hold UG as of Q1 2017.

  • Ladenburg Thalmann Financial Services reported no remaining United-Guardian position as of Q1 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 200 United-Guardian shares in Q1 2017, an estimated $3K.
  • Ladenburg Thalmann Financial Services first reported a position in United-Guardian in Q1 2016 and held it in 4 quarters.
  • Ladenburg Thalmann Financial Services's United-Guardian position peaked at $202K in Q1 2016.
  • 29 funds tracked by Wall St. Rank held United-Guardian as of Q1 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2017, filed 15 May 2017.