Lenox Wealth Advisors’s AutoNation AN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-89	Closed	-$4K	–	111
2016 Q3	$4K	Hold	89	–	–	﹤0.01%	190
2016 Q2	$4K	Hold	89	–	–	﹤0.01%	195
2016 Q1	$4K	Hold	89	–	–	﹤0.01%	202
2015 Q4	$5K	Buy	+89	New	+$5.51K	﹤0.01%	217

Other funds holding AN

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RBS Partners Bay Harbor Islands, Florida $155M AUM 153.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lenox Wealth Advisors's AN Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of AutoNation (AN) in Q4 2016, closing a stake of 89 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in AN in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q4 2015. 308 funds tracked by Wall St. Rank hold AN as of Q4 2016.

Lenox Wealth Advisors reported no remaining AutoNation position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 89 AutoNation shares in Q4 2016, an estimated $4K.
Lenox Wealth Advisors first reported a position in AutoNation in Q4 2015 and held it in 4 quarters.
Lenox Wealth Advisors's AutoNation position peaked at $5K in Q4 2015.
308 funds tracked by Wall St. Rank held AutoNation as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.