Lenox Wealth Management’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-43	Closed	-$2K	–	832
2020 Q1	$2K	Buy	43 +24	+126%	+$1.12K	﹤0.01%	631
2019 Q4	$2K	Hold	19	–	–	﹤0.01%	652
2019 Q3	$1K	Buy	19 +5	+36%	+$263	﹤0.01%	683
2019 Q2	$1K	Buy	+14	New	+$1K	﹤0.01%	662
2019 Q1	–	Sell	-22	Closed	-$2K	–	721
2018 Q4	$2K	Sell	22 -37	-63%	-$3.36K	﹤0.01%	582
2018 Q3	$5K	Buy	59 +20	+51%	+$1.7K	﹤0.01%	513
2018 Q2	$3K	Buy	+39	New	+$3K	﹤0.01%	484

Other funds holding KUB

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

MCM

Mitchell Capital Management Leawood, Kansas $657M AUM 64.28% 1-Year Est. Return

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lenox Wealth Management's KUB Position: Q2 2020 in Review

Lenox Wealth Management sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q2 2020, closing a stake of 43 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in KUB in Q2 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 8 funds tracked by Wall St. Rank hold KUB as of Q2 2020.

Lenox Wealth Management reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 43 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q2 2020, an estimated $2K.
Lenox Wealth Management first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q2 2018 and held it in 7 quarters.
Lenox Wealth Management's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $5K in Q3 2018.
8 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.