Lebenthal Wealth Advisors’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$248K	Buy	+725	New	+$255K	0.73%	62

Other funds holding BLK

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

BIT

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

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

Lebenthal Wealth Advisors opened a new position in Blackrock (BLK) in Q2 2016: 725 shares worth $248K. The stake represents 0.73% of the portfolio and ranks #62 among its holdings.

872 funds tracked by Wall St. Rank hold BLK as of Q2 2016.

Lebenthal Wealth Advisors held 725 shares of Blackrock worth $248K as of Q2 2016.
Blackrock was a new Lebenthal Wealth Advisors position in Q2 2016.
Blackrock made up 0.73% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #62 holding.
872 funds tracked by Wall St. Rank held Blackrock as of Q2 2016.

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