LWA
TI

Lenox Wealth Advisors’s Telecom Italia TI Stock Holding History

Lenox Wealth Advisors’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-114
Closed -$1K – 594
2015
Q3 		$1K Hold
114
– – ﹤0.01% 399
2015
Q2 		$1K Hold
114
– – ﹤0.01% 293
2015
Q1 		$1K Hold
114
– – ﹤0.01% 323
2014
Q4 		$1K Hold
114
– – ﹤0.01% 323
2014
Q3 		$1K Buy
+114
New +$1.31K ﹤0.01% 279

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's TI Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Telecom Italia (TI) in Q4 2015, closing a stake of 114 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in TI in Q3 2014 and held it in 5 quarters. The position peaked at $1K in Q3 2015. 80 funds tracked by Wall St. Rank hold TI as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining Telecom Italia position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 114 Telecom Italia shares in Q4 2015, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Telecom Italia in Q3 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's Telecom Italia position peaked at $1K in Q3 2015.
  • 80 funds tracked by Wall St. Rank held Telecom Italia as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.