Lenox Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-200	Closed	-$1.65K	–	226
2016 Q4	$2K	Buy	200 +150	+300%	+$1.18K	﹤0.01%	217
2016 Q3	$0	Hold	50	–	–	﹤0.01%	225
2016 Q2	$0	Hold	50	–	–	﹤0.01%	233
2016 Q1	$0	Sell	50 -500	-91%	-$4.76K	﹤0.01%	243
2015 Q4	$5K	Hold	550	–	–	﹤0.01%	192
2015 Q3	$8K	Hold	550	–	–	0.01%	115
2015 Q2	$7K	Hold	550	–	–	0.01%	125
2015 Q1	$7K	Hold	550	–	–	﹤0.01%	128
2014 Q4	$7K	Hold	550	–	–	﹤0.01%	128
2014 Q3	$7K	Hold	550	–	–	﹤0.01%	134
2014 Q2	$7K	Hold	550	–	–	﹤0.01%	134
2014 Q1	$6K	Hold	550	–	–	﹤0.01%	156
2013 Q4	$6K	Buy	+550	New	+$5.59K	﹤0.01%	155

Other funds holding CMG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Lenox Wealth Management's CMG Position: Q1 2017 in Review

Lenox Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2017, closing a stake of 200 shares — an estimated $1.65K sold.

Lenox Wealth Management first reported a position in CMG in Q4 2013 and held it in 13 quarters. The position peaked at $8K in Q3 2015. 549 funds tracked by Wall St. Rank hold CMG as of Q1 2017.

Lenox Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2017 after selling out during the quarter.
Lenox Wealth Management sold 200 Chipotle Mexican Grill shares in Q1 2017, an estimated $1.65K.
Lenox Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2013 and held it in 13 quarters.
Lenox Wealth Management's Chipotle Mexican Grill position peaked at $8K in Q3 2015.
549 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2017.

Based on Lenox Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.