LWA
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

WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
DM
Delphi Management Brookline, Massachusetts $83.6M AUM 26.67% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
SW
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.