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Lebenthal Wealth Advisors’s Nike NKE Stock Holding History

Lebenthal Wealth Advisors’s Portfolio NKE Stock Details NKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$373K Buy
+6,758
New +$385K 1.1% 34

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in Nike (NKE) in Q2 2016: 6,758 shares worth $373K. The stake represents 1.1% of the portfolio and ranks #34 among its holdings.

1,297 funds tracked by Wall St. Rank hold NKE as of Q2 2016.

  • Lebenthal Wealth Advisors held 6,758 shares of Nike worth $373K as of Q2 2016.
  • Nike was a new Lebenthal Wealth Advisors position in Q2 2016.
  • Nike made up 1.1% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #34 holding.
  • 1,297 funds tracked by Wall St. Rank held Nike as of Q2 2016.

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