LWA
KLXI

Lenox Wealth Advisors’s KLX Inc. KLXI Stock Holding History

Lenox Wealth Advisors’s Portfolio KLXI Stock Details KLXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-43
Closed -$1K – 449
2015
Q4 		$1K Buy
+43
New +$1.27K ﹤0.01% 456

Other funds holding KLXI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return

Lenox Wealth Advisors's KLXI Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of KLX Inc. (KLXI) in Q1 2016, closing a stake of 43 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in KLXI in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 189 funds tracked by Wall St. Rank hold KLXI as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining KLX Inc. position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 43 KLX Inc. shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in KLX Inc. in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's KLX Inc. position peaked at $1K in Q4 2015.
  • 189 funds tracked by Wall St. Rank held KLX Inc. as of Q1 2016.

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