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Lenox Wealth Advisors’s Genworth Financial GNW Stock Holding History

Lenox Wealth Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$5K – 249
2013
Q4 		$5K Hold
300
– – ﹤0.01% 233
2013
Q3 		$4K Buy
+300
New +$3.76K ﹤0.01% 184

Other funds holding GNW

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Lenox Wealth Advisors's GNW Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Genworth Financial (GNW) in Q1 2014, closing a stake of 300 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in GNW in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 411 funds tracked by Wall St. Rank hold GNW as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Genworth Financial position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 300 Genworth Financial shares in Q1 2014, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Genworth Financial in Q3 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Genworth Financial position peaked at $5K in Q4 2013.
  • 411 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.