LWA
MKTAY

Lenox Wealth Advisors’s MAKITA CORP SPONS ADR MKTAY Stock Holding History

Lenox Wealth Advisors’s Portfolio MKTAY Stock Details MKTAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-263
Closed -$9K – 657
2019
Q2 		$9K Hold
263
– – ﹤0.01% 289
2019
Q1 		$9K Hold
263
– – ﹤0.01% 291
2018
Q4 		$9K Sell
263
-40
-13% -$1.37K ﹤0.01% 268
2018
Q3 		$15K Sell
303
-185
-38% -$9.16K ﹤0.01% 238
2018
Q2 		$22K Sell
488
-228
-32% -$10.3K ﹤0.01% 242
2018
Q1 		$35K Buy
716
+664
+1,277% +$32.5K 0.01% 201
2017
Q4 		$2K Buy
+52
New +$2K ﹤0.01% 357
2016
Q1 		– Sell
-23
Closed -$1K – 472
2015
Q4 		$1K Buy
+23
New +$1K ﹤0.01% 465

Other funds holding MKTAY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Lenox Wealth Advisors's MKTAY Position: Q3 2019 in Review

Lenox Wealth Advisors sold out of MAKITA CORP SPONS ADR (MKTAY) in Q3 2019, closing a stake of 263 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in MKTAY in Q4 2015 and held it in 8 quarters. The position peaked at $35K in Q1 2018. 5 funds tracked by Wall St. Rank hold MKTAY as of Q3 2019.

  • Lenox Wealth Advisors reported no remaining MAKITA CORP SPONS ADR position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 263 MAKITA CORP SPONS ADR shares in Q3 2019, an estimated $9K.
  • Lenox Wealth Advisors first reported a position in MAKITA CORP SPONS ADR in Q4 2015 and held it in 8 quarters.
  • Lenox Wealth Advisors's MAKITA CORP SPONS ADR position peaked at $35K in Q1 2018.
  • 5 funds tracked by Wall St. Rank held MAKITA CORP SPONS ADR as of Q3 2019.

Based on Lenox Wealth Advisors's 13F filing for Q3 2019, filed 2 Oct 2019.