Lebenthal Wealth Advisors’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$900K	Buy	+19,007	New	+$927K	2.65%	7

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lebenthal Wealth Advisors opened a new position in Wells Fargo (WFC) in Q2 2016: 19,007 shares worth $900K. The stake represents 2.65% of the portfolio and ranks #7 among its holdings.

1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

Lebenthal Wealth Advisors held 19,007 shares of Wells Fargo worth $900K as of Q2 2016.
Wells Fargo was a new Lebenthal Wealth Advisors position in Q2 2016.
Wells Fargo made up 2.65% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #7 holding.
1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

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