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Lenox Wealth Management’s Kosmos Energy KOS Stock Holding History

Lenox Wealth Management’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-984
Closed -$6K – 696
2019
Q1 		$6K Sell
984
-763
-44% -$4.23K ﹤0.01% 495
2018
Q4 		$6K Buy
1,747
+1,594
+1,042% +$9.85K ﹤0.01% 443
2018
Q3 		$5K Buy
+153
New +$1.29K ﹤0.01% 501

Other funds holding KOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Management's KOS Position: Q2 2019 in Review

Lenox Wealth Management sold out of Kosmos Energy (KOS) in Q2 2019, closing a stake of 984 shares — an estimated $6K sold.

Lenox Wealth Management first reported a position in KOS in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 174 funds tracked by Wall St. Rank hold KOS as of Q2 2019.

  • Lenox Wealth Management reported no remaining Kosmos Energy position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 984 Kosmos Energy shares in Q2 2019, an estimated $6K.
  • Lenox Wealth Management first reported a position in Kosmos Energy in Q3 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Kosmos Energy position peaked at $6K in Q1 2019.
  • 174 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.