Lenox Wealth Management’s NTT DOCOMO, Inc. DCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2K	Buy	+96	New	+$2K	﹤0.01%	662
2018 Q4	–	Sell	-49	Closed	-$1K	–	725
2018 Q3	$1K	Sell	49 -153	-76%	-$3.12K	﹤0.01%	631
2018 Q2	$5K	Buy	+202	New	+$5.26K	﹤0.01%	442

Other funds holding DCM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Lenox Wealth Management's DCM Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in NTT DOCOMO, Inc. (DCM) in Q2 2020: 96 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in DCM as recently as Q3 2018.

Lenox Wealth Management first reported a position in DCM in Q2 2018 and has held it in 3 quarters since. The position peaked at $5K in Q2 2018. 13 funds tracked by Wall St. Rank hold DCM as of Q2 2020.

Lenox Wealth Management held 96 shares of NTT DOCOMO, Inc. worth $2K as of Q2 2020.
NTT DOCOMO, Inc. was a new Lenox Wealth Management position in Q2 2020.
NTT DOCOMO, Inc. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #662 holding.
Lenox Wealth Management first reported a position in NTT DOCOMO, Inc. in Q2 2018 and has held it in 3 quarters since.
Lenox Wealth Management's NTT DOCOMO, Inc. position peaked at $5K in Q2 2018.
13 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.