LWA
CARB

Lenox Wealth Advisors’s Carbonite Inc CARB Stock Holding History

Lenox Wealth Advisors’s Portfolio CARB Stock Details CARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-112
Closed -$2K – 486
2017
Q3 		$2K Buy
+112
New +$2.37K ﹤0.01% 173

Other funds holding CARB

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RI
Redwood Investments Boston, Massachusetts $267M AUM 11.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Carbonite Inc (CARB) in Q4 2017, closing a stake of 112 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CARB in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 144 funds tracked by Wall St. Rank hold CARB as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Carbonite Inc position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 112 Carbonite Inc shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Carbonite Inc in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Carbonite Inc position peaked at $2K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Carbonite Inc as of Q4 2017.

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