LH
BFX

Lebenthal Holdings’s BowFlex Inc. BFX Stock Holding History

Lebenthal Holdings’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$1.27M Buy
71,131
+30,997
+77% +$586K 0.16% 184
2016
Q1 		$775K Buy
+40,134
New +$754K 0.14% 205

Other funds holding BFX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lebenthal Holdings's BFX Position: Q2 2016 in Review

Lebenthal Holdings increased its BowFlex Inc. (BFX) stake by 77% in Q2 2016, buying an estimated $586K and bringing the position to 71,131 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #184.

Lebenthal Holdings first reported a position in BFX in Q1 2016 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold BFX as of Q2 2016.

  • Lebenthal Holdings held 71,131 shares of BowFlex Inc. worth $1.27M as of Q2 2016.
  • Lebenthal Holdings bought 30,997 BowFlex Inc. shares in Q2 2016, an estimated $586K.
  • BowFlex Inc. made up 0.16% of Lebenthal Holdings's portfolio in Q2 2016, its #184 holding.
  • Lebenthal Holdings first reported a position in BowFlex Inc. in Q1 2016 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held BowFlex Inc. as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.