LWM
HIT

Lenox Wealth Management’s HITACHI LTD ADR (10COM)NEW HIT Stock Holding History

Lenox Wealth Management’s Portfolio HIT Stock Details HIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-36
Closed -$3K – 800
2019
Q4 		$3K Hold
36
– – ﹤0.01% 619
2019
Q3 		$2K Buy
36
+2
+6% +$111 ﹤0.01% 643
2019
Q2 		$2K Buy
+34
New +$2K ﹤0.01% 616
2018
Q3 		– Sell
-54
Closed -$4K – 683
2018
Q2 		$4K Buy
54
+30
+125% +$2.22K ﹤0.01% 461
2018
Q1 		$2K Buy
+24
New +$2K ﹤0.01% 444

Other funds holding HIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Lenox Wealth Management sold out of HITACHI LTD ADR (10COM)NEW (HIT) in Q1 2020, closing a stake of 36 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in HIT in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 16 funds tracked by Wall St. Rank hold HIT as of Q1 2020.

  • Lenox Wealth Management reported no remaining HITACHI LTD ADR (10COM)NEW position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 36 HITACHI LTD ADR (10COM)NEW shares in Q1 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in HITACHI LTD ADR (10COM)NEW in Q1 2018 and held it in 5 quarters.
  • Lenox Wealth Management's HITACHI LTD ADR (10COM)NEW position peaked at $4K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held HITACHI LTD ADR (10COM)NEW as of Q1 2020.

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