LWA
CATM

Lenox Wealth Advisors’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Lenox Wealth Advisors’s Portfolio CATM Stock Details CATM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-68
Closed -$2K – 572
2015
Q3 		$2K Buy
+68
New +$2.35K ﹤0.01% 361

Other funds holding CATM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's CATM Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q4 2015, closing a stake of 68 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CATM in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 214 funds tracked by Wall St. Rank hold CATM as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 68 Cardtronics plc Class A Ordinary Shares (UK) shares in Q4 2015, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $2K in Q3 2015.
  • 214 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.