LWA
NFX

Lenox Wealth Advisors’s Newfield Exploration NFX Stock Holding History

Lenox Wealth Advisors’s Portfolio NFX Stock Details NFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-214
Closed -$6K – 546
2018
Q2 		$6K Sell
214
-73
-25% -$2.06K ﹤0.01% 442
2018
Q1 		$7K Buy
287
+234
+442% +$6.56K ﹤0.01% 400
2017
Q4 		$2K Buy
+53
New +$1.61K ﹤0.01% 356

Other funds holding NFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's NFX Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Newfield Exploration (NFX) in Q3 2018, closing a stake of 214 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in NFX in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q1 2018. 454 funds tracked by Wall St. Rank hold NFX as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Newfield Exploration position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 214 Newfield Exploration shares in Q3 2018, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Newfield Exploration in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's Newfield Exploration position peaked at $7K in Q1 2018.
  • 454 funds tracked by Wall St. Rank held Newfield Exploration as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.