Lenox Wealth Advisors’s Q2 Holdings QTWO Stock Holding History

Lenox Wealth Advisors’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-64	Closed	-$3K	–	446
2017 Q3	$3K	Buy	+64	New	+$2.5K	﹤0.01%	117

Other funds holding QTWO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Lenox Wealth Advisors's QTWO Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Q2 Holdings (QTWO) in Q4 2017, closing a stake of 64 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in QTWO in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 163 funds tracked by Wall St. Rank hold QTWO as of Q4 2017.

Lenox Wealth Advisors reported no remaining Q2 Holdings position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Advisors sold 64 Q2 Holdings shares in Q4 2017, an estimated $3K.
Lenox Wealth Advisors first reported a position in Q2 Holdings in Q3 2017 and held it in 1 quarter.
Lenox Wealth Advisors's Q2 Holdings position peaked at $3K in Q3 2017.
163 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.