LAM
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Lebenthal Asset Management’s STAG Industrial STAG Stock Holding History

Lebenthal Asset Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-186
Closed -$5K – 630
2016
Q3 		$5K Buy
+186
New +$4.55K ﹤0.01% 851

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N
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Principal Financial Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Lebenthal Asset Management sold out of STAG Industrial (STAG) in Q4 2016, closing a stake of 186 shares — an estimated $5K sold.

Lebenthal Asset Management first reported a position in STAG in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 207 funds tracked by Wall St. Rank hold STAG as of Q4 2016.

  • Lebenthal Asset Management reported no remaining STAG Industrial position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 186 STAG Industrial shares in Q4 2016, an estimated $5K.
  • Lebenthal Asset Management first reported a position in STAG Industrial in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's STAG Industrial position peaked at $5K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held STAG Industrial as of Q4 2016.

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