Lenox Wealth Advisors’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

Lenox Wealth Advisors’s Portfolio KUB Stock Details KUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-82	Closed	-$5K	–	853
2020 Q1	$5K	Buy	+82	New	+$5K	﹤0.01%	436
2018 Q4	–	Sell	-24	Closed	-$2K	–	411
2018 Q3	$2K	Sell	24 -110	-82%	-$9.17K	﹤0.01%	379
2018 Q2	$11K	Sell	134 -291	-68%	-$23.9K	﹤0.01%	349
2018 Q1	$38K	Buy	425 +394	+1,271%	+$35.2K	0.01%	191
2017 Q4	$3K	Sell	31 -1	-3%	-$97	﹤0.01%	311
2017 Q3	$3K	Buy	+32	New	+$3K	﹤0.01%	136
2016 Q1	–	Sell	-24	Closed	-$2K	–	471
2015 Q4	$2K	Buy	+24	New	+$2K	﹤0.01%	358

Other funds holding KUB

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

MCM

Mitchell Capital Management Leawood, Kansas $545M AUM 46.33% 1-Year Est. Return

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lenox Wealth Advisors's KUB Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q2 2020, closing a stake of 82 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in KUB in Q4 2015 and held it in 7 quarters. The position peaked at $38K in Q1 2018. 8 funds tracked by Wall St. Rank hold KUB as of Q2 2020.

Lenox Wealth Advisors reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 82 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q2 2020, an estimated $5K.
Lenox Wealth Advisors first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q4 2015 and held it in 7 quarters.
Lenox Wealth Advisors's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $38K in Q1 2018.
8 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.