LWA
AZ

Lenox Wealth Advisors’s Allianz Se Sponsored Adr Repstg 1/10 Ord Sh AZ Stock Holding History

Lenox Wealth Advisors’s Portfolio AZ Stock Details AZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-99
Closed -$2K – 474
2015
Q4 		$2K Buy
+99
New +$2K ﹤0.01% 360

Other funds holding AZ

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Allianz Se Sponsored Adr Repstg 1/10 Ord Sh (AZ) in Q1 2016, closing a stake of 99 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in AZ in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 36 funds tracked by Wall St. Rank hold AZ as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Allianz Se Sponsored Adr Repstg 1/10 Ord Sh position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 99 Allianz Se Sponsored Adr Repstg 1/10 Ord Sh shares in Q1 2016, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Allianz Se Sponsored Adr Repstg 1/10 Ord Sh in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's Allianz Se Sponsored Adr Repstg 1/10 Ord Sh position peaked at $2K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Allianz Se Sponsored Adr Repstg 1/10 Ord Sh as of Q1 2016.

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