LWA
KTWO

Lenox Wealth Advisors’s K2M Group Holdings, Inc KTWO Stock Holding History

Lenox Wealth Advisors’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-33
Closed -$1K – 679
2018
Q1 		$1K Buy
+33
New +$654 ﹤0.01% 540

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TCM
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JP Morgan Chase
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WRF
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CCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of K2M Group Holdings, Inc (KTWO) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in KTWO in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 140 funds tracked by Wall St. Rank hold KTWO as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining K2M Group Holdings, Inc position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 K2M Group Holdings, Inc shares in Q2 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in K2M Group Holdings, Inc in Q1 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's K2M Group Holdings, Inc position peaked at $1K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q2 2018.

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