LWA
HUB.B

Lenox Wealth Advisors’s HUBBELL INC CL-B HUB.B Stock Holding History

Lenox Wealth Advisors’s Portfolio HUB.B Stock Details HUB.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-13
Closed -$1K – 470
2015
Q4 		$1K Sell
13
-9
-41% -$848 ﹤0.01% 464
2015
Q3 		$2K Buy
+22
New +$2.2K ﹤0.01% 367

Other funds holding HUB.B

SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FIM
FourPoints Investment Managers Paris, France $21.1M AUM 11.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
PAM
Palisade Asset Management Minneapolis, Minnesota $996M AUM 14.27% 1-Year Est. Return
TBA
Train Babcock Advisors New York $227M AUM 26.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Lenox Wealth Advisors's HUB.B Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of HUBBELL INC CL-B (HUB.B) in Q1 2016, closing a stake of 13 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in HUB.B in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 13 funds tracked by Wall St. Rank hold HUB.B as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining HUBBELL INC CL-B position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 13 HUBBELL INC CL-B shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in HUBBELL INC CL-B in Q3 2015 and held it in 2 quarters.
  • Lenox Wealth Advisors's HUBBELL INC CL-B position peaked at $2K in Q3 2015.
  • 13 funds tracked by Wall St. Rank held HUBBELL INC CL-B as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.