LWA
HZN

Lenox Wealth Advisors’s Horizon Global Corporation HZN Stock Holding History

Lenox Wealth Advisors’s Portfolio HZN Stock Details HZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-38
Closed – – 668
2018
Q1 		$0 Buy
+38
New +$380 ﹤0.01% 570

Other funds holding HZN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCPM
Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Horizon Global Corporation (HZN) in Q2 2018, closing a stake of 38 shares.

Lenox Wealth Advisors first reported a position in HZN in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 76 funds tracked by Wall St. Rank hold HZN as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining Horizon Global Corporation position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 38 Horizon Global Corporation shares in Q2 2018.
  • Lenox Wealth Advisors first reported a position in Horizon Global Corporation in Q1 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Horizon Global Corporation position peaked at $0 in Q1 2018.
  • 76 funds tracked by Wall St. Rank held Horizon Global Corporation as of Q2 2018.

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