LWA
BEL

Lenox Wealth Advisors’s Belmond Ltd. BEL Stock Holding History

Lenox Wealth Advisors’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-126
Closed -$2K – 493
2017
Q3 		$2K Buy
+126
New +$1.62K ﹤0.01% 176
2014
Q1 		– Sell
-140
Closed -$2K – 362
2013
Q4 		$2K Sell
140
-88
-39% -$1.25K ﹤0.01% 333
2013
Q3 		$3K Buy
+228
New +$2.86K ﹤0.01% 220

Other funds holding BEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Belmond Ltd. (BEL) in Q4 2017, closing a stake of 126 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in BEL in Q3 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2013. 139 funds tracked by Wall St. Rank hold BEL as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Belmond Ltd. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 126 Belmond Ltd. shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Belmond Ltd. in Q3 2013 and held it in 3 quarters.
  • Lenox Wealth Advisors's Belmond Ltd. position peaked at $3K in Q3 2013.
  • 139 funds tracked by Wall St. Rank held Belmond Ltd. as of Q4 2017.

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