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Lenox Wealth Advisors’s Douglas Dynamics PLOW Stock Holding History

Lenox Wealth Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-48
Closed -$2K – 745
2020
Q1 		$2K Hold
48
– – ﹤0.01% 607
2019
Q4 		$3K Hold
48
– – ﹤0.01% 557
2019
Q3 		$2K Buy
+48
New +$2.01K ﹤0.01% 522

Other funds holding PLOW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Douglas Dynamics (PLOW) in Q2 2020, closing a stake of 48 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in PLOW in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 143 funds tracked by Wall St. Rank hold PLOW as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Douglas Dynamics position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 48 Douglas Dynamics shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Douglas Dynamics in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Douglas Dynamics position peaked at $3K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2020.

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