Lenox Wealth Advisors
DAI

Lenox Wealth Advisors’s DAIMLER AG DAI Stock Holding History

Lenox Wealth Advisors’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-250
Closed -$18K – 206
2016
Q3 		$18K Hold
250
– – 0.01% 148
2016
Q2 		$15K Hold
250
– – ﹤0.01% 152
2016
Q1 		$19K Hold
250
– – 0.01% 141
2015
Q4 		$21K Hold
250
– – 0.01% 133
2015
Q3 		$18K Buy
+250
New +$18K 0.01% 146

Other funds holding DAI

World Asset Management
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Tocqueville Asset Management
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Delphi Management
Delphi Management Brookline, Massachusetts $102M AUM 45.35% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
American National Insurance
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
Mork Capital Management
Mork Capital Management Healdsburg, California $156M AUM 39.85% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
Rodgers Brothers
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Lenox Wealth Advisors's DAI Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of DAIMLER AG (DAI) in Q4 2016, closing a stake of 250 shares — an estimated $18K sold.

Lenox Wealth Advisors first reported a position in DAI in Q3 2015 and held it in 5 quarters. The position peaked at $21K in Q4 2015. 22 funds tracked by Wall St. Rank hold DAI as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining DAIMLER AG position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 250 DAIMLER AG shares in Q4 2016, an estimated $18K.
  • Lenox Wealth Advisors first reported a position in DAIMLER AG in Q3 2015 and held it in 5 quarters.
  • Lenox Wealth Advisors's DAIMLER AG position peaked at $21K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held DAIMLER AG as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.