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Lenox Wealth Advisors’s Designer Brands DBI Stock Holding History

Lenox Wealth Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-46
Closed -$2K – 382
2013
Q3 		$2K Buy
+46
New +$1.86K ﹤0.01% 231

Other funds holding DBI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's DBI Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of Designer Brands (DBI) in Q4 2013, closing a stake of 46 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DBI in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 196 funds tracked by Wall St. Rank hold DBI as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining Designer Brands position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 46 Designer Brands shares in Q4 2013, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Designer Brands in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Designer Brands position peaked at $2K in Q3 2013.
  • 196 funds tracked by Wall St. Rank held Designer Brands as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.