Lenox Wealth Advisors’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-386	Closed	-$13K	–	592
2018 Q1	$13K	Sell	386 -53	-12%	-$1.87K	﹤0.01%	321
2017 Q4	$15K	Buy	+439	New	+$14.2K	﹤0.01%	149
2016 Q1	–	Sell	-52	Closed	-$2K	–	321
2015 Q4	$2K	Sell	52 -236	-82%	-$7.65K	﹤0.01%	321
2015 Q3	$9K	Hold	288	–	–	﹤0.01%	191
2015 Q2	$9K	Hold	288	–	–	﹤0.01%	150
2015 Q1	$9K	Hold	288	–	–	﹤0.01%	167
2014 Q4	$9K	Hold	288	–	–	﹤0.01%	174
2014 Q3	$10K	Buy	+288	New	+$9.95K	﹤0.01%	175
2013 Q3	–	Sell	-110	Closed	-$4K	–	270
2013 Q2	$4K	Buy	+110	New	+$4.27K	﹤0.01%	206

Other funds holding HMC

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Lenox Wealth Advisors's HMC Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Honda (HMC) in Q2 2018, closing a stake of 386 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in HMC in Q2 2013 and held it in 9 quarters. The position peaked at $15K in Q4 2017. 247 funds tracked by Wall St. Rank hold HMC as of Q2 2018.

Lenox Wealth Advisors reported no remaining Honda position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 386 Honda shares in Q2 2018, an estimated $13K.
Lenox Wealth Advisors first reported a position in Honda in Q2 2013 and held it in 9 quarters.
Lenox Wealth Advisors's Honda position peaked at $15K in Q4 2017.
247 funds tracked by Wall St. Rank held Honda as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.