Lenox Wealth Management’s Century Communities CCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,072	Closed	-$358K	–	707
2019 Q4	$358K	Sell	13,072 -939	-7%	-$27.5K	0.1%	111
2019 Q3	$429K	Sell	14,011 -292	-2%	-$8.13K	0.12%	99
2019 Q2	$380K	Buy	+14,303	New	+$379K	0.11%	94
2018 Q3	–	Sell	-11,968	Closed	-$378K	–	644
2018 Q2	$378K	Buy	11,968 +557	+5%	+$17.1K	0.12%	103
2018 Q1	$341K	Buy	+11,411	New	+$362K	0.11%	105

Other funds holding CCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Lenox Wealth Management's CCS Position: Q1 2020 in Review

Lenox Wealth Management sold out of Century Communities (CCS) in Q1 2020, closing a stake of 13,072 shares — an estimated $358K sold.

Lenox Wealth Management first reported a position in CCS in Q1 2018 and held it in 5 quarters. The position peaked at $429K in Q3 2019. 152 funds tracked by Wall St. Rank hold CCS as of Q1 2020.

Lenox Wealth Management reported no remaining Century Communities position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Management sold 13,072 Century Communities shares in Q1 2020, an estimated $358K.
Lenox Wealth Management first reported a position in Century Communities in Q1 2018 and held it in 5 quarters.
Lenox Wealth Management's Century Communities position peaked at $429K in Q3 2019.
152 funds tracked by Wall St. Rank held Century Communities as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.