Ladenburg Thalmann Financial Services’s Energous WATT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$33K	Buy	31 +1	+3%	+$1.49K	﹤0.01%	3821
2019 Q3	$61K	Buy	30 +1	+3%	+$2.33K	﹤0.01%	3296
2019 Q2	$77K	Hold	29	–	–	﹤0.01%	3165
2019 Q1	$110K	Hold	29	–	–	﹤0.01%	2822
2018 Q4	$101K	Buy	29 +1	+4%	+$4.88K	﹤0.01%	2751
2018 Q3	$169K	Buy	28 +5	+22%	+$38.8K	﹤0.01%	2443
2018 Q2	$224K	Hold	23	–	–	﹤0.01%	2148
2018 Q1	$224K	Buy	23 +1	+5%	+$11.8K	﹤0.01%	2148
2017 Q4	$259K	Sell	22 -1	-4%	-$6.29K	﹤0.01%	2024
2017 Q3	$176K	Hold	23	–	–	﹤0.01%	2207
2017 Q2	$225K	Sell	23 -1	-4%	-$8.91K	﹤0.01%	1926
2017 Q1	$228K	Buy	24 +10	+71%	+$95.9K	﹤0.01%	1815
2016 Q4	$137K	Buy	14 +9	+180%	+$86.1K	﹤0.01%	2086
2016 Q3	$57K	Sell	5 -1	-17%	-$8.92K	﹤0.01%	2690
2016 Q2	$45K	Buy	6 +2	+50%	+$13K	﹤0.01%	2754
2016 Q1	$25K	Buy	4 +3	+300%	+$12.4K	﹤0.01%	3108
2015 Q4	$3K	Buy	+1	New	+$4.44K	﹤0.01%	4256
2015 Q1	–	Hold	0	–	-$1K	–	4666
2014 Q4	–	Hold	0	–	–	–	4249

Other funds holding WATT

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DAM

Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Energous (WATT) stake by 3.3% in Q4 2019, buying an estimated $1.49K and bringing the position to 31 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

Ladenburg Thalmann Financial Services first reported a position in WATT in Q4 2015 and has held it in 17 quarters since. The position peaked at $259K in Q4 2017. 65 funds tracked by Wall St. Rank hold WATT as of Q4 2019.

Ladenburg Thalmann Financial Services held 31 shares of Energous worth $33K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1 Energous share in Q4 2019, an estimated $1.49K.
Energous made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3821 holding.
Ladenburg Thalmann Financial Services first reported a position in Energous in Q4 2015 and has held it in 17 quarters since.
Ladenburg Thalmann Financial Services's Energous position peaked at $259K in Q4 2017.
65 funds tracked by Wall St. Rank held Energous as of Q4 2019.

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