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Lenox Wealth Advisors’s JELD-WEN Holding JELD Stock Holding History

Lenox Wealth Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$1K – 384
2018
Q3 		$1K Hold
50
– – ﹤0.01% 391
2018
Q2 		$1K Hold
50
– – ﹤0.01% 518
2018
Q1 		$2K Buy
+50
New +$1.81K ﹤0.01% 475
2017
Q4 		– Sell
-66
Closed -$2K – 422
2017
Q3 		$2K Buy
+66
New +$2.09K ﹤0.01% 159

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Lenox Wealth Advisors's JELD Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of JELD-WEN Holding (JELD) in Q4 2018, closing a stake of 50 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in JELD in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 135 funds tracked by Wall St. Rank hold JELD as of Q4 2018.

  • Lenox Wealth Advisors reported no remaining JELD-WEN Holding position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 50 JELD-WEN Holding shares in Q4 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in JELD-WEN Holding in Q3 2017 and held it in 4 quarters.
  • Lenox Wealth Advisors's JELD-WEN Holding position peaked at $2K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.