Lebenthal Holdings’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lebenthal Holdings’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$362K	Buy	+8,552	New	+$354K	0.04%	285

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lebenthal Holdings's IJK Position: Q2 2016 in Review

Lebenthal Holdings opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2016: 8,552 shares worth $362K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

346 funds tracked by Wall St. Rank hold IJK as of Q2 2016.

Lebenthal Holdings held 8,552 shares of iShares S&P Mid-Cap 400 Growth ETF worth $362K as of Q2 2016.
iShares S&P Mid-Cap 400 Growth ETF was a new Lebenthal Holdings position in Q2 2016.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Lebenthal Holdings's portfolio in Q2 2016, its #285 holding.
346 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2016.

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