LH
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Lebenthal Holdings’s Artisan Partners APAM Stock Holding History

Lebenthal Holdings’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-53,511
Closed -$1.65M – 355
2016
Q1 		$1.65M Buy
53,511
+177
+0.3% +$5.17K 0.29% 128
2015
Q4 		$1.92M Sell
53,334
-2,438
-4% -$90K 0.45% 88
2015
Q3 		$1.97M Sell
55,772
-415
-0.7% -$17.9K 0.45% 87
2015
Q2 		$2.61M Buy
56,187
+2,734
+5% +$125K 0.53% 52
2015
Q1 		$2.43M Buy
+53,453
New +$2.53M 0.57% 60

Other funds holding APAM

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Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return