Ladenburg Thalmann Financial Services’s Advanced Drainage Systems WMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	4890
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	4888
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	4908
2019 Q1	$3K	Buy	+100	New	+$2.53K	﹤0.01%	4864
2018 Q3	–	Sell	-400	Closed	-$10K	–	5329
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	4260
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	4260
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	4196
2017 Q3	$8K	Hold	400	–	–	﹤0.01%	4192
2017 Q2	$8K	Hold	400	–	–	﹤0.01%	4149
2017 Q1	$9K	Hold	400	–	–	﹤0.01%	4065
2016 Q4	$8K	Hold	400	–	–	﹤0.01%	4030
2016 Q3	$10K	Hold	400	–	–	﹤0.01%	3832
2016 Q2	$11K	Hold	400	–	–	﹤0.01%	3730
2016 Q1	$9K	Hold	400	–	–	﹤0.01%	3778
2015 Q4	$10K	Buy	+400	New	+$11.3K	﹤0.01%	3695

Other funds holding WMS

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Advanced Drainage Systems (WMS) position steady in Q4 2019 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4890.

Ladenburg Thalmann Financial Services first reported a position in WMS in Q4 2015 and has held it in 15 quarters since. The position peaked at $11K in Q2 2016. 163 funds tracked by Wall St. Rank hold WMS as of Q4 2019.

Ladenburg Thalmann Financial Services held 100 shares of Advanced Drainage Systems worth $4K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Advanced Drainage Systems share count unchanged in Q4 2019.
Advanced Drainage Systems made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4890 holding.
Ladenburg Thalmann Financial Services first reported a position in Advanced Drainage Systems in Q4 2015 and has held it in 15 quarters since.
Ladenburg Thalmann Financial Services's Advanced Drainage Systems position peaked at $11K in Q2 2016.
163 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2019.

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