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Lenox Wealth Management’s Icahn Enterprises IEP Stock Holding History

Lenox Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-17
Closed -$1.7K – 170
2014
Q1 		$2K Sell
17
-30
-64% -$3.31K ﹤0.01% 173
2013
Q4 		$5K Buy
+47
New +$5.11K ﹤0.01% 159

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's IEP Position: Q2 2014 in Review

Lenox Wealth Management sold out of Icahn Enterprises (IEP) in Q2 2014, closing a stake of 17 shares — an estimated $1.7K sold.

Lenox Wealth Management first reported a position in IEP in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 84 funds tracked by Wall St. Rank hold IEP as of Q2 2014.

  • Lenox Wealth Management reported no remaining Icahn Enterprises position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 17 Icahn Enterprises shares in Q2 2014, an estimated $1.7K.
  • Lenox Wealth Management first reported a position in Icahn Enterprises in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Management's Icahn Enterprises position peaked at $5K in Q4 2013.
  • 84 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2014.

Based on Lenox Wealth Management's 13F filing for Q2 2014, filed 22 Sep 2014.