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Lenox Wealth Advisors’s INNOVATE Corp VATE Stock Holding History

Lenox Wealth Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17
Closed -$1K – 648
2018
Q1 		$1K Hold
17
– – ﹤0.01% 531
2017
Q4 		$1K Buy
+17
New +$916 ﹤0.01% 371

Other funds holding VATE

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Lenox Wealth Advisors's VATE Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of INNOVATE Corp (VATE) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in VATE in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 81 funds tracked by Wall St. Rank hold VATE as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining INNOVATE Corp position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 17 INNOVATE Corp shares in Q2 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in INNOVATE Corp in Q4 2017 and held it in 2 quarters.
  • Lenox Wealth Advisors's INNOVATE Corp position peaked at $1K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.