LWA
FCE.A

Lenox Wealth Advisors’s Forest City Realty Trust, Inc. FCE.A Stock Holding History

Lenox Wealth Advisors’s Portfolio FCE.A Stock Details FCE.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-305
Closed -$7K – 225
2016
Q2 		$7K Buy
305
+192
+170% +$4.19K ﹤0.01% 179
2016
Q1 		$2K Hold
113
– – ﹤0.01% 230
2015
Q4 		$2K Hold
113
– – ﹤0.01% 352
2015
Q3 		$2K Hold
113
– – ﹤0.01% 363
2015
Q2 		$2K Buy
+113
New +$2.68K ﹤0.01% 271

Other funds holding FCE.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Lenox Wealth Advisors's FCE.A Position: Q3 2016 in Review

Lenox Wealth Advisors sold out of Forest City Realty Trust, Inc. (FCE.A) in Q3 2016, closing a stake of 305 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in FCE.A in Q2 2015 and held it in 5 quarters. The position peaked at $7K in Q2 2016. 239 funds tracked by Wall St. Rank hold FCE.A as of Q3 2016.

  • Lenox Wealth Advisors reported no remaining Forest City Realty Trust, Inc. position as of Q3 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 305 Forest City Realty Trust, Inc. shares in Q3 2016, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Forest City Realty Trust, Inc. in Q2 2015 and held it in 5 quarters.
  • Lenox Wealth Advisors's Forest City Realty Trust, Inc. position peaked at $7K in Q2 2016.
  • 239 funds tracked by Wall St. Rank held Forest City Realty Trust, Inc. as of Q3 2016.

Based on Lenox Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.