Ladenburg Thalmann Financial Services’s UTStarcom UTSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	108	–	–	﹤0.01%	5238
2019 Q3	$1K	Hold	108	–	–	﹤0.01%	5168
2019 Q2	$1K	Hold	108	–	–	﹤0.01%	5161
2019 Q1	$2K	Hold	108	–	–	﹤0.01%	4974
2018 Q4	$1K	Hold	108	–	–	﹤0.01%	5093
2018 Q3	$2K	Hold	108	–	–	﹤0.01%	4911
2018 Q2	$2K	Hold	108	–	–	﹤0.01%	4894
2018 Q1	$2K	Sell	108 -11	-9%	-$248	﹤0.01%	4894
2017 Q4	$3K	Hold	119	–	–	﹤0.01%	4707
2017 Q3	$1K	Hold	119	–	–	﹤0.01%	4833
2017 Q2	$1K	Hold	119	–	–	﹤0.01%	4777
2017 Q1	$1K	Hold	119	–	–	﹤0.01%	4751
2016 Q4	$1K	Hold	119	–	–	﹤0.01%	4714
2016 Q3	$1K	Hold	119	–	–	﹤0.01%	4661
2016 Q2	$1K	Sell	119 -34	-22%	-$267	﹤0.01%	4621
2016 Q1	$1K	Hold	153	–	–	﹤0.01%	4566
2015 Q4	$1K	Sell	153 -24	-14%	-$229	﹤0.01%	4552
2015 Q3	$2K	Hold	177	–	–	﹤0.01%	4293
2015 Q2	$1K	Hold	177	–	–	﹤0.01%	4532
2015 Q1	$2K	Hold	177	–	–	﹤0.01%	4306
2014 Q4	$2K	Buy	177 +119	+205%	+$1.27K	﹤0.01%	4079
2014 Q3	$1K	Hold	58	–	–	﹤0.01%	3827
2014 Q2	$1K	Hold	58	–	–	﹤0.01%	3795
2014 Q1	$1K	Hold	58	–	–	﹤0.01%	3657
2013 Q4	$1K	Sell	58 -8	-12%	-$87	﹤0.01%	3641
2013 Q3	$1K	Hold	66	–	–	﹤0.01%	3588
2013 Q2	$1K	Buy	+66	New	+$731	﹤0.01%	3507

Other funds holding UTSI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its UTStarcom (UTSI) position steady in Q4 2019 at 108 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5238.

Ladenburg Thalmann Financial Services first reported a position in UTSI in Q2 2013 and has held it in 27 quarters since. The position peaked at $3K in Q4 2017. 16 funds tracked by Wall St. Rank hold UTSI as of Q4 2019.

Ladenburg Thalmann Financial Services held 108 shares of UTStarcom worth $1K as of Q4 2019.
Ladenburg Thalmann Financial Services left its UTStarcom share count unchanged in Q4 2019.
UTStarcom made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5238 holding.
Ladenburg Thalmann Financial Services first reported a position in UTStarcom in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's UTStarcom position peaked at $3K in Q4 2017.
16 funds tracked by Wall St. Rank held UTStarcom as of Q4 2019.

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