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Lebenthal Asset Management’s Salesforce CRM Stock Holding History

Lebenthal Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,400
Closed -$100K – 390
2016
Q3 		$100K Sell
1,400
-9,142
-87% -$653K 0.01% 340
2016
Q2 		$837K Buy
+10,542
New +$837K 0.11% 214