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Lenox Wealth Advisors’s Ethan Allen Interiors ETD Stock Holding History

Lenox Wealth Advisors’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-90
Closed -$1K – 651
2020
Q1 		$1K Hold
90
– – ﹤0.01% 675
2019
Q4 		$2K Hold
90
– – ﹤0.01% 593
2019
Q3 		$2K Buy
+90
New +$1.71K ﹤0.01% 497

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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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Ethan Allen Interiors (ETD) in Q2 2020, closing a stake of 90 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ETD in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 133 funds tracked by Wall St. Rank hold ETD as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Ethan Allen Interiors position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 90 Ethan Allen Interiors shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Ethan Allen Interiors in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Ethan Allen Interiors position peaked at $2K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2020.

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