Lebenthal Wealth Advisors’s Amazon AMZN Stock Holding History

Lebenthal Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$481K	Buy	+13,440	New	+$455K	1.42%	21

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in Amazon (AMZN) in Q2 2016: 13,440 shares worth $481K. The stake represents 1.42% of the portfolio and ranks #21 among its holdings.

1,594 funds tracked by Wall St. Rank hold AMZN as of Q2 2016.

Lebenthal Wealth Advisors held 13,440 shares of Amazon worth $481K as of Q2 2016.
Amazon was a new Lebenthal Wealth Advisors position in Q2 2016.
Amazon made up 1.42% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #21 holding.
1,594 funds tracked by Wall St. Rank held Amazon as of Q2 2016.

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