Ladenburg Thalmann Financial Services’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7K	Buy	175 +103	+143%	+$4.34K	﹤0.01%	4658
2019 Q3	$3K	Sell	72 -390	-84%	-$20.5K	﹤0.01%	4887
2019 Q2	$27K	Buy	462 +390	+542%	+$20.9K	﹤0.01%	3871
2019 Q1	$4K	Hold	72	–	–	﹤0.01%	4765
2018 Q4	$3K	Buy	+72	New	+$2.53K	﹤0.01%	4810
2018 Q3	–	Sell	-72	Closed	-$2K	–	5328
2018 Q2	$2K	Hold	72	–	–	﹤0.01%	4895
2018 Q1	$2K	Hold	72	–	–	﹤0.01%	4895
2017 Q4	$2K	Hold	72	–	–	﹤0.01%	4804
2017 Q3	$2K	Hold	72	–	–	﹤0.01%	4700
2017 Q2	$1K	Buy	+72	New	+$1.27K	﹤0.01%	4780
2016 Q3	–	Sell	-700	Closed	-$10K	–	4879
2016 Q2	$10K	Buy	+700	New	+$8.87K	﹤0.01%	3789

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Ladenburg Thalmann Financial Services increased its Workiva (WK) stake by 143% in Q4 2019, buying an estimated $4.34K and bringing the position to 175 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Ladenburg Thalmann Financial Services first reported a position in WK in Q2 2016 and has held it in 11 quarters since. The position peaked at $27K in Q2 2019. 155 funds tracked by Wall St. Rank hold WK as of Q4 2019.

Ladenburg Thalmann Financial Services held 175 shares of Workiva worth $7K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 103 Workiva shares in Q4 2019, an estimated $4.34K.
Workiva made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4658 holding.
Ladenburg Thalmann Financial Services first reported a position in Workiva in Q2 2016 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's Workiva position peaked at $27K in Q2 2019.
155 funds tracked by Wall St. Rank held Workiva as of Q4 2019.

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