LWM
AOL

Lenox Wealth Management’s AOL INC COMMON STOCK AOL Stock Holding History

Lenox Wealth Management’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-6,055
Closed -$273K – 156
2015
Q1 		$240K Hold
6,055
– – 0.17% 23
2014
Q4 		$279K Hold
6,055
– – 0.18% 25
2014
Q3 		$272K Hold
6,055
– – 0.18% 22
2014
Q2 		$241K Hold
6,055
– – 0.17% 26
2014
Q1 		$265K Hold
6,055
– – 0.14% 29
2013
Q4 		$282K Buy
+6,055
New +$247K 0.19% 32

Other funds holding AOL

HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Lenox Wealth Management's AOL Position: Q2 2015 in Review

Lenox Wealth Management sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 6,055 shares — an estimated $273K sold.

Lenox Wealth Management first reported a position in AOL in Q4 2013 and held it in 6 quarters. The position peaked at $282K in Q4 2013. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

  • Lenox Wealth Management reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • Lenox Wealth Management sold 6,055 AOL INC COMMON STOCK shares in Q2 2015, an estimated $273K.
  • Lenox Wealth Management first reported a position in AOL INC COMMON STOCK in Q4 2013 and held it in 6 quarters.
  • Lenox Wealth Management's AOL INC COMMON STOCK position peaked at $282K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

Based on Lenox Wealth Management's 13F filing for Q2 2015, filed 27 Aug 2015.