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Lenox Wealth Advisors’s FTAI Aviation FTAI Stock Holding History

Lenox Wealth Advisors’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,401
Closed -$40K – 834
2019
Q4 		$40K Hold
2,401
– – 0.01% 205
2019
Q3 		$31K Buy
+2,401
New +$31.3K 0.01% 217

Other funds holding FTAI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
CC
Caspian Capital New York $176M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Lenox Wealth Advisors's FTAI Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of FTAI Aviation (FTAI) in Q1 2020, closing a stake of 2,401 shares — an estimated $40K sold.

Lenox Wealth Advisors first reported a position in FTAI in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q4 2019. 102 funds tracked by Wall St. Rank hold FTAI as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining FTAI Aviation position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,401 FTAI Aviation shares in Q1 2020, an estimated $40K.
  • Lenox Wealth Advisors first reported a position in FTAI Aviation in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's FTAI Aviation position peaked at $40K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.