Needham Investment Management’s Ladder Capital LADR Stock Holding History

Needham Investment Management’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
2016 Q4	–	Sell	-51,287	Closed	-$674K	–	103
2016 Q3	$674K	Sell	51,287 -1,903	-4%	-$24.5K	0.18%	68
2016 Q2	$644K	Sell	53,190 -3,626	-6%	-$43.6K	0.18%	72
2016 Q1	$702K	Buy	56,816 +3,659	+7%	+$40.5K	0.18%	74
2015 Q4	$656K	Sell	53,157 -61,372	-54%	-$709K	0.16%	75
2015 Q3	$1.32M	Hold	114,529	–	–	0.33%	58
2015 Q2	$1.59M	Hold	114,529	–	–	0.35%	58
2015 Q1	$1.7M	Hold	114,529	–	–	0.36%	57
2014 Q4	$1.8M	Hold	114,529	–	–	0.38%	54
2014 Q3	$1.74M	Hold	114,529	–	–	0.38%	58
2014 Q2	$1.66M	Sell	114,529 -10,089	-8%	-$148K	0.35%	59
2014 Q1	$1.89M	Buy	+124,618	New	+$1.78M	0.4%	59

Other funds holding LADR

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

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

Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Needham Investment Management's LADR Position: Q4 2016 in Review

Needham Investment Management sold out of Ladder Capital (LADR) in Q4 2016, closing a stake of 51,287 shares — an estimated $674K sold.

Needham Investment Management first reported a position in LADR in Q1 2014 and held it in 11 quarters. The position peaked at $1.89M in Q1 2014. 110 funds tracked by Wall St. Rank hold LADR as of Q4 2016.

Needham Investment Management reported no remaining Ladder Capital position as of Q4 2016 after selling out during the quarter.
Needham Investment Management sold 51,287 Ladder Capital shares in Q4 2016, an estimated $674K.
Needham Investment Management first reported a position in Ladder Capital in Q1 2014 and held it in 11 quarters.
Needham Investment Management's Ladder Capital position peaked at $1.89M in Q1 2014.
110 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2016.

Based on Needham Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.