LWA
PE

Lenox Wealth Advisors’s PARSLEY ENERGY INC PE Stock Holding History

Lenox Wealth Advisors’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-198
Closed -$1K – 841
2020
Q1 		$1K Buy
+198
New +$2.67K ﹤0.01% 750
2019
Q2 		– Sell
-126
Closed -$2K – 605
2019
Q1 		$2K Buy
+126
New +$2.31K ﹤0.01% 556

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of PARSLEY ENERGY INC (PE) in Q2 2020, closing a stake of 198 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in PE in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 349 funds tracked by Wall St. Rank hold PE as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining PARSLEY ENERGY INC position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 198 PARSLEY ENERGY INC shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in PARSLEY ENERGY INC in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's PARSLEY ENERGY INC position peaked at $2K in Q1 2019.
  • 349 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q2 2020.

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