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Lebenthal Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lebenthal Asset Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22
Closed -$2K – 474
2016
Q3 		$2K Buy
+22
New +$2.47K ﹤0.01% 938

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lebenthal Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2016, closing a stake of 22 shares — an estimated $2K sold.

Lebenthal Asset Management first reported a position in IEF in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 356 funds tracked by Wall St. Rank hold IEF as of Q4 2016.

  • Lebenthal Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 22 iShares 7-10 Year Treasury Bond ETF shares in Q4 2016, an estimated $2K.
  • Lebenthal Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2K in Q3 2016.
  • 356 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2016.

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