Ladenburg Thalmann Financial Services’s Workhorse Group WKHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$182K	Buy	20 +3	+18%	+$27.6K	﹤0.01%	2579
2019 Q3	$180K	Hold	17	–	–	﹤0.01%	2550
2019 Q2	$148K	Buy	17 +16	+1,600%	+$73.9K	﹤0.01%	2686
2019 Q1	$2K	Buy	+1	New	+$2.62K	﹤0.01%	4977
2018 Q4	–	Hold	0	–	–	–	5099
2018 Q3	–	Hold	0	–	–	–	5047
2018 Q2	–	Hold	0	–	–	–	4896
2018 Q1	–	Hold	0	–	–	–	4896
2017 Q4	–	Sell	-4	Closed	-$32.5K	–	4805
2017 Q3	$30K	Buy	+4	New	+$35.7K	﹤0.01%	3455
2017 Q2	–	Hold	0	–	–	–	4502
2017 Q1	–	Hold	0	–	–	–	4600
2016 Q4	–	Hold	0	–	–	–	4248
2016 Q3	–	Hold	0	–	–	–	4180

Other funds holding WKHS

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

ACM

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Workhorse Group (WKHS) stake by 18% in Q4 2019, buying an estimated $27.6K and bringing the position to 20 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Ladenburg Thalmann Financial Services first reported a position in WKHS in Q3 2017 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold WKHS as of Q4 2019.

Ladenburg Thalmann Financial Services held 20 shares of Workhorse Group worth $182K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3 Workhorse Group shares in Q4 2019, an estimated $27.6K.
Workhorse Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2579 holding.
Ladenburg Thalmann Financial Services first reported a position in Workhorse Group in Q3 2017 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2019.

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