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Ladenburg Thalmann Financial Services’s Waterstone Financial WSBF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$20K Buy
1,057
+260
+33% +$4.79K ﹤0.01% 4155
2019
Q3 		$14K Sell
797
-5
-0.6% -$84 ﹤0.01% 4241
2019
Q2 		$14K Sell
802
-1
-0.1% -$17 ﹤0.01% 4276
2019
Q1 		$13K Buy
803
+2
+0.2% +$33 ﹤0.01% 4260
2018
Q4 		$14K Sell
801
-35
-4% -$581 ﹤0.01% 4094
2018
Q3 		$14K Buy
836
+700
+515% +$11.9K ﹤0.01% 4119
2018
Q2 		$2K Hold
136
– – ﹤0.01% 4897
2018
Q1 		$2K Sell
136
-10
-7% -$173 ﹤0.01% 4897
2017
Q4 		$2K Sell
146
-11
-7% -$206 ﹤0.01% 4807
2017
Q3 		$3K Buy
157
+96
+157% +$1.77K ﹤0.01% 4597
2017
Q2 		$1K Buy
61
+5
+9% +$94 ﹤0.01% 4781
2017
Q1 		$1K Sell
56
-7
-11% -$128 ﹤0.01% 4754
2016
Q4 		$1K Buy
+63
New +$1.11K ﹤0.01% 4721
2016
Q2 		– Sell
-219
Closed -$3K – 4850
2016
Q1 		$3K Buy
+219
New +$3.01K ﹤0.01% 4281

Other funds holding WSBF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Waterstone Financial (WSBF) stake by 33% in Q4 2019, buying an estimated $4.79K and bringing the position to 1,057 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Ladenburg Thalmann Financial Services first reported a position in WSBF in Q1 2016 and has held it in 14 quarters since. 113 funds tracked by Wall St. Rank hold WSBF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,057 shares of Waterstone Financial worth $20K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 260 Waterstone Financial shares in Q4 2019, an estimated $4.79K.
  • Waterstone Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4155 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Waterstone Financial in Q1 2016 and has held it in 14 quarters since.
  • 113 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2019.

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