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Arete Wealth Advisors’s Lennox International LII Stock Holding History

Arete Wealth Advisors’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,117
Closed -$224K – 382
2018
Q2 		$224K Sell
1,117
-4
-0.4% -$810 0.05% 328
2018
Q1 		$229K Buy
1,121
+1
+0.1% +$208 0.08% 285
2017
Q4 		$233K Buy
+1,120
New +$218K 0.08% 273

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ACM
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State Street
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CAM
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Arete Wealth Advisors's LII Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Lennox International (LII) in Q3 2018, closing a stake of 1,117 shares — an estimated $224K sold.

Arete Wealth Advisors first reported a position in LII in Q4 2017 and held it in 3 quarters. The position peaked at $233K in Q4 2017. 377 funds tracked by Wall St. Rank hold LII as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Lennox International position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,117 Lennox International shares in Q3 2018, an estimated $224K.
  • Arete Wealth Advisors first reported a position in Lennox International in Q4 2017 and held it in 3 quarters.
  • Arete Wealth Advisors's Lennox International position peaked at $233K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Lennox International as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.