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Lenox Wealth Advisors’s Selective Insurance SIGI Stock Holding History

Lenox Wealth Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-63
Closed -$3K – 770
2020
Q1 		$3K Hold
63
– – ﹤0.01% 529
2019
Q4 		$4K Hold
63
– – ﹤0.01% 517
2019
Q3 		$5K Buy
+63
New +$4.86K ﹤0.01% 406

Other funds holding SIGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Selective Insurance (SIGI) in Q2 2020, closing a stake of 63 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SIGI in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 228 funds tracked by Wall St. Rank hold SIGI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Selective Insurance position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 63 Selective Insurance shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Selective Insurance in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Selective Insurance position peaked at $5K in Q3 2019.
  • 228 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2020.

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