Lenox Wealth Advisors’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-62	Closed	-$4K	–	854
2020 Q1	$4K	Buy	+62	New	+$4K	﹤0.01%	470
2019 Q2	–	Sell	-10	Closed	-$1K	–	616
2019 Q1	$1K	Buy	+10	New	+$1K	﹤0.01%	592
2017 Q4	–	Sell	-21	Closed	-$1K	–	506
2017 Q3	$1K	Buy	+21	New	+$1K	﹤0.01%	227
2015 Q4	–	Sell	-42	Closed	-$2K	–	590
2015 Q3	$2K	Buy	+42	New	+$2K	﹤0.01%	368
2015 Q2	–	Sell	-42	Closed	-$3K	–	346
2015 Q1	$3K	Hold	42	–	–	﹤0.01%	293
2014 Q4	$3K	Hold	42	–	–	﹤0.01%	297
2014 Q3	$3K	Buy	+42	New	+$3K	﹤0.01%	264

Other funds holding HIT

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SAM

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

RHBC

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q2 2020, closing a stake of 62 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in HIT in Q3 2014 and held it in 7 quarters. The position peaked at $4K in Q1 2020. 13 funds tracked by Wall St. Rank hold HIT as of Q2 2020.

Lenox Wealth Advisors reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 62 HITACHI LTD ADR (10COM)NEW shares in Q2 2020, an estimated $4K.
Lenox Wealth Advisors first reported a position in HITACHI LTD ADR (10COM)NEW in Q3 2014 and held it in 7 quarters.
Lenox Wealth Advisors's HITACHI LTD ADR (10COM)NEW position peaked at $4K in Q1 2020.
13 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q2 2020.

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