Lenox Wealth Advisors’s Glacier Bancorp GBCI Stock Holding History

Lenox Wealth Advisors’s Portfolio GBCI Stock Details GBCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-64	Closed	-$2K	–	669
2020 Q1	$2K	Buy	+64	New	+$2.55K	﹤0.01%	579
2019 Q2	–	Sell	-70	Closed	-$3K	–	478
2019 Q1	$3K	Buy	+70	New	+$2.94K	﹤0.01%	451
2018 Q2	–	Sell	-29	Closed	-$1K	–	582
2018 Q1	$1K	Buy	+29	New	+$1.14K	﹤0.01%	508

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Glacier Bancorp (GBCI) in Q2 2020, closing a stake of 64 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in GBCI in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 288 funds tracked by Wall St. Rank hold GBCI as of Q2 2020.

Lenox Wealth Advisors reported no remaining Glacier Bancorp position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 64 Glacier Bancorp shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Glacier Bancorp in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's Glacier Bancorp position peaked at $3K in Q1 2019.
288 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2020.

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