Lenox Wealth Advisors’s Devon Energy DVN Stock Holding History

Lenox Wealth Advisors’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-58	Closed	-$1K	–	608
2018 Q4	$1K	Hold	58	–	–	﹤0.01%	356
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	366
2018 Q2	$3K	Hold	58	–	–	﹤0.01%	481
2018 Q1	$2K	Buy	+58	New	+$2.13K	﹤0.01%	467
2015 Q4	–	Sell	-316	Closed	-$12K	–	519
2015 Q3	$12K	Hold	316	–	–	﹤0.01%	169
2015 Q2	$19K	Hold	316	–	–	0.01%	104
2015 Q1	$19K	Hold	316	–	–	0.01%	131
2014 Q4	$19K	Sell	316 -198	-39%	-$12K	0.01%	137
2014 Q3	$35K	Hold	514	–	–	0.02%	100
2014 Q2	$40K	Buy	514 +316	+160%	+$23K	0.02%	76
2014 Q1	$13K	Sell	198 -126	-39%	-$7.82K	0.01%	117
2013 Q4	$20K	Buy	324 +126	+64%	+$7.72K	0.01%	111
2013 Q3	$11K	Hold	198	–	–	0.01%	97
2013 Q2	$10K	Buy	+198	New	+$11K	0.01%	112

Other funds holding DVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Advisors's DVN Position: Q1 2019 in Review

Lenox Wealth Advisors sold out of Devon Energy (DVN) in Q1 2019, closing a stake of 58 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in DVN in Q2 2013 and held it in 14 quarters. The position peaked at $40K in Q2 2014. 688 funds tracked by Wall St. Rank hold DVN as of Q1 2019.

Lenox Wealth Advisors reported no remaining Devon Energy position as of Q1 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 58 Devon Energy shares in Q1 2019, an estimated $1K.
Lenox Wealth Advisors first reported a position in Devon Energy in Q2 2013 and held it in 14 quarters.
Lenox Wealth Advisors's Devon Energy position peaked at $40K in Q2 2014.
688 funds tracked by Wall St. Rank held Devon Energy as of Q1 2019.

Based on Lenox Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.