Lenox Wealth Advisors’s WPP WPP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-32	Closed	-$2K	–	829
2019 Q3	$2K	Hold	32	–	–	﹤0.01%	537
2019 Q2	$2K	Hold	32	–	–	﹤0.01%	367
2019 Q1	$2K	Hold	32	–	–	﹤0.01%	548
2018 Q4	$2K	Hold	32	–	–	﹤0.01%	346
2018 Q3	$2K	Sell	32 -322	-91%	-$25.1K	﹤0.01%	378
2018 Q2	$28K	Sell	354 -562	-61%	-$46.6K	0.01%	213
2018 Q1	$73K	Buy	916 +624	+214%	+$55.5K	0.02%	130
2017 Q4	$26K	Buy	292 +269	+1,170%	+$23.8K	0.01%	131
2017 Q3	$2K	Buy	+23	New	+$2.25K	﹤0.01%	167
2016 Q1	–	Sell	-16	Closed	-$2K	–	419
2015 Q4	$2K	Buy	+16	New	+$1.8K	﹤0.01%	343

Other funds holding WPP

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's WPP Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of WPP (WPP) in Q4 2019, closing a stake of 32 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WPP in Q4 2015 and held it in 10 quarters. The position peaked at $73K in Q1 2018. 192 funds tracked by Wall St. Rank hold WPP as of Q4 2019.

Lenox Wealth Advisors reported no remaining WPP position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 32 WPP shares in Q4 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in WPP in Q4 2015 and held it in 10 quarters.
Lenox Wealth Advisors's WPP position peaked at $73K in Q1 2018.
192 funds tracked by Wall St. Rank held WPP as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.