Lenox Wealth Management’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,124	Closed	-$5K	–	836
2020 Q1	$5K	Buy	1,124 +946	+531%	+$4.21K	﹤0.01%	504
2019 Q4	$2K	Sell	178 -1,231	-87%	-$13.8K	﹤0.01%	655
2019 Q3	$14K	Hold	1,409	–	–	﹤0.01%	408
2019 Q2	$13K	Hold	1,409	–	–	﹤0.01%	405
2019 Q1	$13K	Hold	1,409	–	–	﹤0.01%	418
2018 Q4	$12K	Buy	+1,409	New	+$12K	﹤0.01%	369

Other funds holding NAB

PPA

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

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CWP

CFM Wealth Partners Austin, Texas $667M AUM 27.85% 1-Year Est. Return

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

Lenox Wealth Management sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q2 2020, closing a stake of 1,124 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in NAB in Q4 2018 and held it in 6 quarters. The position peaked at $14K in Q3 2019. 5 funds tracked by Wall St. Rank hold NAB as of Q2 2020.

Lenox Wealth Management reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 1,124 NATL AUSTRALIA BK LTD ADS5 shares in Q2 2020, an estimated $5K.
Lenox Wealth Management first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q4 2018 and held it in 6 quarters.
Lenox Wealth Management's NATL AUSTRALIA BK LTD ADS5 position peaked at $14K in Q3 2019.
5 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q2 2020.

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