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Lenox Wealth Management’s Arch Capital ACGL Stock Holding History

Lenox Wealth Management’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,217
Closed -$565K – 479
2017
Q3 		$565K Buy
17,217
+4,302
+33% +$139K 0.19% 93
2017
Q2 		$402K Buy
+12,915
New +$410K 0.16% 103

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BAMCO Inc
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Management's ACGL Position: Q4 2017 in Review

Lenox Wealth Management sold out of Arch Capital (ACGL) in Q4 2017, closing a stake of 17,217 shares — an estimated $565K sold.

Lenox Wealth Management first reported a position in ACGL in Q2 2017 and held it in 2 quarters. The position peaked at $565K in Q3 2017. 311 funds tracked by Wall St. Rank hold ACGL as of Q4 2017.

  • Lenox Wealth Management reported no remaining Arch Capital position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 17,217 Arch Capital shares in Q4 2017, an estimated $565K.
  • Lenox Wealth Management first reported a position in Arch Capital in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's Arch Capital position peaked at $565K in Q3 2017.
  • 311 funds tracked by Wall St. Rank held Arch Capital as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.