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Lebenthal Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Lebenthal Asset Management’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-850
Closed -$85K – 432
2016
Q3 		$85K Buy
+850
New +$83.4K 0.01% 350

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Lebenthal Asset Management's FBT Position: Q4 2016 in Review

Lebenthal Asset Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q4 2016, closing a stake of 850 shares — an estimated $85K sold.

Lebenthal Asset Management first reported a position in FBT in Q3 2016 and held it in 1 quarter. The position peaked at $85K in Q3 2016. 109 funds tracked by Wall St. Rank hold FBT as of Q4 2016.

  • Lebenthal Asset Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 850 First Trust NYSE Arca Biotechnology Index Fund shares in Q4 2016, an estimated $85K.
  • Lebenthal Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $85K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.