LWM
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Lenox Wealth Management’s AllianceBernstein AB Stock Holding History

Lenox Wealth Management’s Portfolio AB Stock Details AB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$47K – 476
2017
Q2 		$47K Buy
+2,000
New +$44.8K 0.02% 208

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Morgan Stanley
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Wells Fargo
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Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
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Lenox Wealth Management's AB Position: Q3 2017 in Review

Lenox Wealth Management sold out of AllianceBernstein (AB) in Q3 2017, closing a stake of 2,000 shares — an estimated $47K sold.

Lenox Wealth Management first reported a position in AB in Q2 2017 and held it in 1 quarter. The position peaked at $47K in Q2 2017. 151 funds tracked by Wall St. Rank hold AB as of Q3 2017.

  • Lenox Wealth Management reported no remaining AllianceBernstein position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 2,000 AllianceBernstein shares in Q3 2017, an estimated $47K.
  • Lenox Wealth Management first reported a position in AllianceBernstein in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Management's AllianceBernstein position peaked at $47K in Q2 2017.
  • 151 funds tracked by Wall St. Rank held AllianceBernstein as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.