LWA
GAS

Lenox Wealth Advisors’s AGL Resources Inc GAS Stock Holding History

Lenox Wealth Advisors’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-25,325
Closed -$1.67M – 229
2016
Q2 		$1.67M Sell
25,325
-1,797
-7% -$118K 0.49% 13
2016
Q1 		$1.77M Buy
27,122
+1,706
+7% +$110K 0.53% 13
2015
Q4 		$1.62M Buy
25,416
+205
+0.8% +$12.8K 0.52% 12
2015
Q3 		$1.54M Buy
+25,211
New +$1.35M 0.54% 13

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Lenox Wealth Advisors's GAS Position: Q3 2016 in Review

Lenox Wealth Advisors sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 25,325 shares — an estimated $1.67M sold.

Lenox Wealth Advisors first reported a position in GAS in Q3 2015 and held it in 4 quarters. The position peaked at $1.77M in Q1 2016. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Lenox Wealth Advisors reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25,325 AGL Resources Inc shares in Q3 2016, an estimated $1.67M.
  • Lenox Wealth Advisors first reported a position in AGL Resources Inc in Q3 2015 and held it in 4 quarters.
  • Lenox Wealth Advisors's AGL Resources Inc position peaked at $1.77M in Q1 2016.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

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