LWA
HA

Lenox Wealth Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Lenox Wealth Advisors’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-109
Closed -$3K – 595
2019
Q1 		$3K Buy
+109
New +$3.16K ﹤0.01% 493

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lenox Wealth Advisors's HA Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q2 2019, closing a stake of 109 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in HA in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 204 funds tracked by Wall St. Rank hold HA as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 109 Hawaiian Holdings, Inc. shares in Q2 2019, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $3K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.