LWA
NAB

Lenox Wealth Advisors’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Lenox Wealth Advisors’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-153
Closed -$1K – 620
2019
Q1 		$1K Buy
+153
New +$1K ﹤0.01% 593
2018
Q3 		– Sell
-558
Closed -$6K – 553
2018
Q2 		$6K Buy
+558
New +$6K ﹤0.01% 443

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Lenox Wealth Advisors's NAB Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q2 2019, closing a stake of 153 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in NAB in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 11 funds tracked by Wall St. Rank hold NAB as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 153 NATL AUSTRALIA BK LTD ADS5 shares in Q2 2019, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's NATL AUSTRALIA BK LTD ADS5 position peaked at $6K in Q2 2018.
  • 11 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.