Lenox Wealth Advisors’s AutoZone AZO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6	Closed	-$5K	–	115
2016 Q3	$5K	Hold	6	–	–	﹤0.01%	182
2016 Q2	$5K	Hold	6	–	–	﹤0.01%	187
2016 Q1	$5K	Sell	6 -4	-40%	-$3.03K	﹤0.01%	188
2015 Q4	$7K	Buy	10 +6	+150%	+$4.58K	﹤0.01%	192
2015 Q3	$3K	Hold	4	–	–	﹤0.01%	298
2015 Q2	$3K	Hold	4	–	–	﹤0.01%	241
2015 Q1	$3K	Hold	4	–	–	﹤0.01%	273
2014 Q4	$2K	Buy	+4	New	+$2.25K	﹤0.01%	302

Other funds holding AZO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of AutoZone (AZO) in Q4 2016, closing a stake of 6 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in AZO in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q4 2015. 595 funds tracked by Wall St. Rank hold AZO as of Q4 2016.

Lenox Wealth Advisors reported no remaining AutoZone position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 6 AutoZone shares in Q4 2016, an estimated $5K.
Lenox Wealth Advisors first reported a position in AutoZone in Q4 2014 and held it in 8 quarters.
Lenox Wealth Advisors's AutoZone position peaked at $7K in Q4 2015.
595 funds tracked by Wall St. Rank held AutoZone as of Q4 2016.

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