LWA
N

Lenox Wealth Advisors’s Netsuite Inc N Stock Holding History

Lenox Wealth Advisors’s Portfolio N Stock Details N Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10
Closed -$1K – 456
2015
Q4 		$1K Hold
10
– – ﹤0.01% 458
2015
Q3 		$1K Hold
10
– – ﹤0.01% 394
2015
Q2 		$1K Hold
10
– – ﹤0.01% 290
2015
Q1 		$1K Hold
10
– – ﹤0.01% 320
2014
Q4 		$1K Buy
+10
New +$1.02K ﹤0.01% 321

Other funds holding N

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Netsuite Inc (N) in Q1 2016, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in N in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q4 2015. 192 funds tracked by Wall St. Rank hold N as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Netsuite Inc position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 Netsuite Inc shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Netsuite Inc in Q4 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's Netsuite Inc position peaked at $1K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Netsuite Inc as of Q1 2016.

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