Ladenburg Thalmann Financial Services’s West Bancorporation WTBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Hold	209	–	–	﹤0.01%	4803
2019 Q3	$4K	Hold	209	–	–	﹤0.01%	4799
2019 Q2	$4K	Sell	209 -291	-58%	-$6.17K	﹤0.01%	4809
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	4378
2018 Q4	$10K	Hold	500	–	–	﹤0.01%	4296
2018 Q3	$12K	Hold	500	–	–	﹤0.01%	4199
2018 Q2	$13K	Hold	500	–	–	﹤0.01%	4107
2018 Q1	$13K	Hold	500	–	–	﹤0.01%	4107
2017 Q4	$13K	Hold	500	–	–	﹤0.01%	4057
2017 Q3	$12K	Sell	500 -200	-29%	-$4.52K	﹤0.01%	4001
2017 Q2	$17K	Sell	700 -2,000	-74%	-$46K	﹤0.01%	3712
2017 Q1	$62K	Buy	2,700 +2,589	+2,332%	+$59.7K	﹤0.01%	2754
2016 Q4	$3K	Hold	111	–	–	﹤0.01%	4445
2016 Q3	$2K	Buy	+111	New	+$2.13K	﹤0.01%	4517

Other funds holding WTBA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its West Bancorporation (WTBA) position steady in Q4 2019 at 209 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4803.

Ladenburg Thalmann Financial Services first reported a position in WTBA in Q3 2016 and has held it in 14 quarters since. The position peaked at $62K in Q1 2017. 76 funds tracked by Wall St. Rank hold WTBA as of Q4 2019.

Ladenburg Thalmann Financial Services held 209 shares of West Bancorporation worth $5K as of Q4 2019.
Ladenburg Thalmann Financial Services left its West Bancorporation share count unchanged in Q4 2019.
West Bancorporation made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4803 holding.
Ladenburg Thalmann Financial Services first reported a position in West Bancorporation in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's West Bancorporation position peaked at $62K in Q1 2017.
76 funds tracked by Wall St. Rank held West Bancorporation as of Q4 2019.

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