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Lenox Wealth Management’s The Ensign Group ENSG Stock Holding History

Lenox Wealth Management’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-29,434
Closed -$601K – 487
2017
Q2 		$601K Buy
+29,434
New +$535K 0.24% 78

Other funds holding ENSG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Lenox Wealth Management's ENSG Position: Q3 2017 in Review

Lenox Wealth Management sold out of The Ensign Group (ENSG) in Q3 2017, closing a stake of 29,434 shares — an estimated $601K sold.

Lenox Wealth Management first reported a position in ENSG in Q2 2017 and held it in 1 quarter. The position peaked at $601K in Q2 2017. 164 funds tracked by Wall St. Rank hold ENSG as of Q3 2017.

  • Lenox Wealth Management reported no remaining The Ensign Group position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 29,434 The Ensign Group shares in Q3 2017, an estimated $601K.
  • Lenox Wealth Management first reported a position in The Ensign Group in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Management's The Ensign Group position peaked at $601K in Q2 2017.
  • 164 funds tracked by Wall St. Rank held The Ensign Group as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.