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Lebenthal Wealth Advisors’s Apple AAPL Stock Holding History

Lebenthal Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$737K Buy
+30,840
New +$766K 2.17% 10

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Lebenthal Wealth Advisors's AAPL Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Apple (AAPL) in Q2 2016: 30,840 shares worth $737K. The stake represents 2.17% of the portfolio and ranks #10 among its holdings.

2,344 funds tracked by Wall St. Rank hold AAPL as of Q2 2016.

  • Lebenthal Wealth Advisors held 30,840 shares of Apple worth $737K as of Q2 2016.
  • Apple was a new Lebenthal Wealth Advisors position in Q2 2016.
  • Apple made up 2.17% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #10 holding.
  • 2,344 funds tracked by Wall St. Rank held Apple as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.