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Lenox Wealth Advisors’s Arch Capital ACGL Stock Holding History

Lenox Wealth Advisors’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-39
Closed -$1K – 247
2015
Q4 		$1K Buy
+39
New +$959 ﹤0.01% 375
2014
Q1 		– Sell
-105
Closed -$2K – 192
2013
Q4 		$2K Buy
+105
New +$2.01K ﹤0.01% 288

Other funds holding ACGL

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lenox Wealth Advisors's ACGL Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Arch Capital (ACGL) in Q1 2016, closing a stake of 39 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ACGL in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 285 funds tracked by Wall St. Rank hold ACGL as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Arch Capital position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 39 Arch Capital shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Arch Capital in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Arch Capital position peaked at $2K in Q4 2013.
  • 285 funds tracked by Wall St. Rank held Arch Capital as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.