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Lenox Wealth Advisors’s Ericsson ERIC Stock Holding History

Lenox Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-345
Closed -$3K – 649
2020
Q1 		$3K Buy
+345
New +$2.82K ﹤0.01% 498
2016
Q1 		– Sell
-3,000
Closed -$29K – 301
2015
Q4 		$29K Sell
3,000
-386
-11% -$3.76K 0.01% 114
2015
Q3 		$33K Buy
3,386
+3,000
+777% +$30.4K 0.01% 107
2015
Q2 		$4K Hold
386
– – ﹤0.01% 232
2015
Q1 		$5K Hold
386
– – ﹤0.01% 234
2014
Q4 		$5K Hold
386
– – ﹤0.01% 237
2014
Q3 		$5K Buy
+386
New +$4.79K ﹤0.01% 232

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's ERIC Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Ericsson (ERIC) in Q2 2020, closing a stake of 345 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in ERIC in Q3 2014 and held it in 7 quarters. The position peaked at $33K in Q3 2015. 281 funds tracked by Wall St. Rank hold ERIC as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Ericsson position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 345 Ericsson shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Ericsson in Q3 2014 and held it in 7 quarters.
  • Lenox Wealth Advisors's Ericsson position peaked at $33K in Q3 2015.
  • 281 funds tracked by Wall St. Rank held Ericsson as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.