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Lenox Wealth Advisors’s Fossil Group FOSL Stock Holding History

Lenox Wealth Advisors’s Portfolio FOSL Stock Details FOSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-35
Closed -$3K – 331
2014
Q3 		$3K Hold
35
– – ﹤0.01% 259
2014
Q2 		$4K Hold
35
– – ﹤0.01% 170
2014
Q1 		$4K Hold
35
– – ﹤0.01% 175
2013
Q4 		$4K Hold
35
– – ﹤0.01% 249
2013
Q3 		$4K Hold
35
– – ﹤0.01% 183
2013
Q2 		$4K Buy
+35
New +$3.54K ﹤0.01% 205

Other funds holding FOSL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lenox Wealth Advisors's FOSL Position: Q4 2014 in Review

Lenox Wealth Advisors sold out of Fossil Group (FOSL) in Q4 2014, closing a stake of 35 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FOSL in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q2 2014. 352 funds tracked by Wall St. Rank hold FOSL as of Q4 2014.

  • Lenox Wealth Advisors reported no remaining Fossil Group position as of Q4 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 35 Fossil Group shares in Q4 2014, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Fossil Group in Q2 2013 and held it in 6 quarters.
  • Lenox Wealth Advisors's Fossil Group position peaked at $4K in Q2 2014.
  • 352 funds tracked by Wall St. Rank held Fossil Group as of Q4 2014.

Based on Lenox Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.