LWA
PINC

Lenox Wealth Advisors’s Premier PINC Stock Holding History

Lenox Wealth Advisors’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-102
Closed -$4K – 535
2019
Q1 		$4K Buy
+102
New +$3.77K ﹤0.01% 406
2018
Q2 		– Sell
-42
Closed -$1K – 619
2018
Q1 		$1K Buy
+42
New +$1.35K ﹤0.01% 520

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Premier (PINC) in Q2 2019, closing a stake of 102 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in PINC in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 239 funds tracked by Wall St. Rank hold PINC as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Premier position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 102 Premier shares in Q2 2019, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Premier in Q1 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's Premier position peaked at $4K in Q1 2019.
  • 239 funds tracked by Wall St. Rank held Premier as of Q2 2019.

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