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Lenox Wealth Advisors’s Everest Group EG Stock Holding History

Lenox Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8
Closed -$1K – 299
2015
Q4 		$1K Hold
8
– – ﹤0.01% 389
2015
Q3 		$1K Hold
8
– – ﹤0.01% 380
2015
Q2 		$1K Hold
8
– – ﹤0.01% 281
2015
Q1 		$1K Hold
8
– – ﹤0.01% 316
2014
Q4 		$1K Sell
8
-41
-84% -$6.92K ﹤0.01% 318
2014
Q3 		$8K Hold
49
– – ﹤0.01% 188
2014
Q2 		$8K Hold
49
– – ﹤0.01% 149
2014
Q1 		$7K Hold
49
– – ﹤0.01% 146
2013
Q4 		$8K Hold
49
– – 0.01% 193
2013
Q3 		$7K Hold
49
– – 0.01% 124
2013
Q2 		$6K Buy
+49
New +$6.34K 0.01% 162

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lenox Wealth Advisors's EG Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Everest Group (EG) in Q1 2016, closing a stake of 8 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in EG in Q2 2013 and held it in 11 quarters. The position peaked at $8K in Q3 2014. 379 funds tracked by Wall St. Rank hold EG as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Everest Group position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 8 Everest Group shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Everest Group in Q2 2013 and held it in 11 quarters.
  • Lenox Wealth Advisors's Everest Group position peaked at $8K in Q3 2014.
  • 379 funds tracked by Wall St. Rank held Everest Group as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.