LAM
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Lebenthal Asset Management’s Fiserv FI Stock Holding History

Lebenthal Asset Management’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		$1.37M Sell
23,724
-7,008
-23% -$404K 0.17% 179
2016
Q4 		$1.63M Sell
30,732
-2,238
-7% -$119K 0.21% 145
2016
Q3 		$1.64M Buy
32,970
+16,938
+106% +$843K 0.21% 151
2016
Q2 		$872K Buy
+16,032
New +$872K 0.11% 209