Lenox Wealth Management’s CA, Inc. CA Stock Holding History

Lenox Wealth Management’s Portfolio CA Stock Details CA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-475	Closed	-$21K	–	720
2018 Q3	$21K	Hold	475	–	–	0.01%	320
2018 Q2	$17K	Hold	475	–	–	0.01%	317
2018 Q1	$16K	Hold	475	–	–	0.01%	323
2017 Q4	$16K	Sell	475 -350	-42%	-$11.6K	﹤0.01%	340
2017 Q3	$27K	Buy	+825	New	+$27.3K	0.01%	290

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Lenox Wealth Management's CA Position: Q4 2018 in Review

Lenox Wealth Management sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 475 shares — an estimated $21K sold.

Lenox Wealth Management first reported a position in CA in Q3 2017 and held it in 5 quarters. The position peaked at $27K in Q3 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Lenox Wealth Management reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 475 CA, Inc. shares in Q4 2018, an estimated $21K.
Lenox Wealth Management first reported a position in CA, Inc. in Q3 2017 and held it in 5 quarters.
Lenox Wealth Management's CA, Inc. position peaked at $27K in Q3 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.