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Lenox Wealth Management’s Diamondback Energy FANG Stock Holding History

Lenox Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-27
Closed -$2K – 689
2018
Q4 		$2K Sell
27
-183
-87% -$20.5K ﹤0.01% 551
2018
Q3 		$6K Sell
210
-3,001
-93% -$383K ﹤0.01% 474
2018
Q2 		$422K Buy
+3,211
New +$398K 0.14% 100

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Management's FANG Position: Q1 2019 in Review

Lenox Wealth Management sold out of Diamondback Energy (FANG) in Q1 2019, closing a stake of 27 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in FANG in Q2 2018 and held it in 3 quarters. The position peaked at $422K in Q2 2018. 608 funds tracked by Wall St. Rank hold FANG as of Q1 2019.

  • Lenox Wealth Management reported no remaining Diamondback Energy position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 27 Diamondback Energy shares in Q1 2019, an estimated $2K.
  • Lenox Wealth Management first reported a position in Diamondback Energy in Q2 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Diamondback Energy position peaked at $422K in Q2 2018.
  • 608 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.