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Lenox Wealth Advisors’s Banc of California BANC Stock Holding History

Lenox Wealth Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-154
Closed -$3K – 388
2017
Q3 		$3K Buy
+154
New +$3.04K ﹤0.01% 105

Other funds holding BANC

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PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Lenox Wealth Advisors's BANC Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Banc of California (BANC) in Q4 2017, closing a stake of 154 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in BANC in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 192 funds tracked by Wall St. Rank hold BANC as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Banc of California position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 154 Banc of California shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Banc of California in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Banc of California position peaked at $3K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Banc of California as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.