LWM
CATM

Lenox Wealth Management’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Lenox Wealth Management’s Portfolio CATM Stock Details CATM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-108
Closed -$7K – 701
2018
Q3 		$7K Buy
108
+3
+3% +$92 ﹤0.01% 460
2018
Q2 		$3K Buy
+105
New +$2.72K ﹤0.01% 481

Other funds holding CATM

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lenox Wealth Management sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q4 2018, closing a stake of 108 shares — an estimated $7K sold.

Lenox Wealth Management first reported a position in CATM in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 173 funds tracked by Wall St. Rank hold CATM as of Q4 2018.

  • Lenox Wealth Management reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 108 Cardtronics plc Class A Ordinary Shares (UK) shares in Q4 2018, an estimated $7K.
  • Lenox Wealth Management first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Management's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $7K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q4 2018.

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