LWA
BF

Lenox Wealth Advisors’s BASF AKTIENGESELLT ADS(RP1 ORD BF Stock Holding History

Lenox Wealth Advisors’s Portfolio BF Stock Details BF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-640
Closed -$12K – 660
2019
Q2 		$12K Sell
640
-167
-21% -$3.13K ﹤0.01% 270
2019
Q1 		$15K Buy
807
+167
+26% +$3.1K ﹤0.01% 234
2018
Q4 		$11K Sell
640
-100
-14% -$1.72K ﹤0.01% 246
2018
Q3 		$16K Sell
740
-452
-38% -$9.77K ﹤0.01% 229
2018
Q2 		$28K Sell
1,192
-553
-32% -$13K 0.01% 216
2018
Q1 		$44K Buy
1,745
+1,617
+1,263% +$40.8K 0.01% 180
2017
Q4 		$4K Buy
+128
New +$4K ﹤0.01% 260
2016
Q1 		– Sell
-18
Closed -$1K – 479
2015
Q4 		$1K Buy
+18
New +$1K ﹤0.01% 468

Other funds holding BF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Lenox Wealth Advisors's BF Position: Q3 2019 in Review

Lenox Wealth Advisors sold out of BASF AKTIENGESELLT ADS(RP1 ORD (BF) in Q3 2019, closing a stake of 640 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in BF in Q4 2015 and held it in 8 quarters. The position peaked at $44K in Q1 2018. 31 funds tracked by Wall St. Rank hold BF as of Q3 2019.

  • Lenox Wealth Advisors reported no remaining BASF AKTIENGESELLT ADS(RP1 ORD position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 640 BASF AKTIENGESELLT ADS(RP1 ORD shares in Q3 2019, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in BASF AKTIENGESELLT ADS(RP1 ORD in Q4 2015 and held it in 8 quarters.
  • Lenox Wealth Advisors's BASF AKTIENGESELLT ADS(RP1 ORD position peaked at $44K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held BASF AKTIENGESELLT ADS(RP1 ORD as of Q3 2019.

Based on Lenox Wealth Advisors's 13F filing for Q3 2019, filed 2 Oct 2019.