LWA
JBGS

Lenox Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Lenox Wealth Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3
Closed – – 465
2018
Q2 		$0 Buy
+3
New +$109 ﹤0.01% 597

Other funds holding JBGS

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Lenox Wealth Advisors's JBGS Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of JBG SMITH (JBGS) in Q3 2018, closing a stake of 3 shares.

Lenox Wealth Advisors first reported a position in JBGS in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 287 funds tracked by Wall St. Rank hold JBGS as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining JBG SMITH position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3 JBG SMITH shares in Q3 2018.
  • Lenox Wealth Advisors first reported a position in JBG SMITH in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's JBG SMITH position peaked at $0 in Q2 2018.
  • 287 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.