Lenox Wealth Advisors’s Agree Realty ADC Stock Holding History

Lenox Wealth Advisors’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-41	Closed	-$3K	–	404
2019 Q1	$3K	Buy	+41	New	+$2.65K	﹤0.01%	438

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Lenox Wealth Advisors's ADC Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Agree Realty (ADC) in Q2 2019, closing a stake of 41 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in ADC in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 249 funds tracked by Wall St. Rank hold ADC as of Q2 2019.

Lenox Wealth Advisors reported no remaining Agree Realty position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 41 Agree Realty shares in Q2 2019, an estimated $3K.
Lenox Wealth Advisors first reported a position in Agree Realty in Q1 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Agree Realty position peaked at $3K in Q1 2019.
249 funds tracked by Wall St. Rank held Agree Realty as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.