LWA
LADR

Lenox Wealth Advisors’s Ladder Capital LADR Stock Holding History

Lenox Wealth Advisors’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,579
Closed -$47K – 873
2019
Q4 		$47K Hold
2,579
– – 0.01% 181
2019
Q3 		$45K Buy
+2,579
New +$43.6K 0.01% 166
2018
Q2 		– Sell
-19
Closed – – 601
2018
Q1 		$0 Hold
19
– – ﹤0.01% 556
2017
Q4 		$0 Buy
+19
New +$260 ﹤0.01% 424

Other funds holding LADR

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lenox Wealth Advisors's LADR Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Ladder Capital (LADR) in Q1 2020, closing a stake of 2,579 shares — an estimated $47K sold.

Lenox Wealth Advisors first reported a position in LADR in Q4 2017 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 177 funds tracked by Wall St. Rank hold LADR as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Ladder Capital position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,579 Ladder Capital shares in Q1 2020, an estimated $47K.
  • Lenox Wealth Advisors first reported a position in Ladder Capital in Q4 2017 and held it in 4 quarters.
  • Lenox Wealth Advisors's Ladder Capital position peaked at $47K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Ladder Capital as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.