Lenox Wealth Advisors’s Stagwell STGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-241	Closed	-$3K	–	455
2017 Q3	$3K	Buy	+241	New	+$2.43K	﹤0.01%	121

Other funds holding STGW

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Lenox Wealth Advisors sold out of Stagwell (STGW) in Q4 2017, closing a stake of 241 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in STGW in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 143 funds tracked by Wall St. Rank hold STGW as of Q4 2017.

Lenox Wealth Advisors reported no remaining Stagwell position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Advisors sold 241 Stagwell shares in Q4 2017, an estimated $3K.
Lenox Wealth Advisors first reported a position in Stagwell in Q3 2017 and held it in 1 quarter.
Lenox Wealth Advisors's Stagwell position peaked at $3K in Q3 2017.
143 funds tracked by Wall St. Rank held Stagwell as of Q4 2017.

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