Lenox Wealth Management’s Kohl's KSS Stock Holding History

Lenox Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-85	Closed	-$3K	–	494
2017 Q1	$3K	Hold	85	–	–	﹤0.01%	209
2016 Q4	$4K	Hold	85	–	–	﹤0.01%	196
2016 Q3	$4K	Hold	85	–	–	﹤0.01%	192
2016 Q2	$3K	Hold	85	–	–	﹤0.01%	209
2016 Q1	$4K	Hold	85	–	–	﹤0.01%	198
2015 Q4	$4K	Sell	85 -101	-54%	-$4.67K	﹤0.01%	206
2015 Q3	$9K	Hold	186	–	–	0.01%	113
2015 Q2	$12K	Hold	186	–	–	0.01%	112
2015 Q1	$15K	Hold	186	–	–	0.01%	110
2014 Q4	$11K	Hold	186	–	–	0.01%	120
2014 Q3	$11K	Sell	186 -69	-27%	-$3.9K	0.01%	125
2014 Q2	$13K	Sell	255 -1,603	-86%	-$86.9K	0.01%	122
2014 Q1	$106K	Sell	1,858 -540	-23%	-$28.9K	0.05%	76
2013 Q4	$136K	Buy	+2,398	New	+$131K	0.09%	69

Other funds holding KSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's KSS Position: Q2 2017 in Review

Lenox Wealth Management sold out of Kohl's (KSS) in Q2 2017, closing a stake of 85 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in KSS in Q4 2013 and held it in 14 quarters. The position peaked at $136K in Q4 2013. 511 funds tracked by Wall St. Rank hold KSS as of Q2 2017.

Lenox Wealth Management reported no remaining Kohl's position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Management sold 85 Kohl's shares in Q2 2017, an estimated $3K.
Lenox Wealth Management first reported a position in Kohl's in Q4 2013 and held it in 14 quarters.
Lenox Wealth Management's Kohl's position peaked at $136K in Q4 2013.
511 funds tracked by Wall St. Rank held Kohl's as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.