LWA
HDP

Lenox Wealth Advisors’s Hortonworks, Inc. HDP Stock Holding History

Lenox Wealth Advisors’s Portfolio HDP Stock Details HDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-135
Closed -$2K – 498
2017
Q3 		$2K Buy
+135
New +$2.03K ﹤0.01% 177

Other funds holding HDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
IVAV
Index Venture Associates V St. Helier, Channel Islands, Jersey $1.46M AUM 88.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Lenox Wealth Advisors's HDP Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Hortonworks, Inc. (HDP) in Q4 2017, closing a stake of 135 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HDP in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 165 funds tracked by Wall St. Rank hold HDP as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Hortonworks, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 135 Hortonworks, Inc. shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Hortonworks, Inc. in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Hortonworks, Inc. position peaked at $2K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Hortonworks, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.