LWM
AABA

Lenox Wealth Management’s Altaba Inc AABA Stock Holding History

Lenox Wealth Management’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$35K – 756
2019
Q3 		$35K Buy
+500
New +$33.1K 0.01% 297
2019
Q2 		– Sell
-10,479
Closed -$777K – 727
2019
Q1 		$777K Sell
10,479
-21
-0.2% -$1.45K 0.24% 68
2018
Q4 		$608K Buy
10,500
+240
+2% +$14.8K 0.2% 77
2018
Q3 		$699K Buy
10,260
+65
+0.6% +$4.58K 0.21% 96
2018
Q2 		$746K Sell
10,195
-650
-6% -$48.7K 0.24% 79
2018
Q1 		$802K Buy
10,845
+10,610
+4,515% +$800K 0.26% 76
2017
Q4 		$16K Buy
235
+16
+7% +$1.11K ﹤0.01% 339
2017
Q3 		$14K Buy
219
+109
+99% +$6.69K ﹤0.01% 355
2017
Q2 		$6K Buy
+110
New +$5.99K ﹤0.01% 417

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Lenox Wealth Management's AABA Position: Q4 2019 in Review

Lenox Wealth Management sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 500 shares — an estimated $35K sold.

Lenox Wealth Management first reported a position in AABA in Q2 2017 and held it in 9 quarters. The position peaked at $802K in Q1 2018. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Lenox Wealth Management reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 500 Altaba Inc shares in Q4 2019, an estimated $35K.
  • Lenox Wealth Management first reported a position in Altaba Inc in Q2 2017 and held it in 9 quarters.
  • Lenox Wealth Management's Altaba Inc position peaked at $802K in Q1 2018.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.