LWM
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Lenox Wealth Management’s Nutanix NTNX Stock Holding History

Lenox Wealth Management’s Portfolio NTNX Stock Details NTNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,536
Closed -$284K – 704
2019
Q1 		$284K Sell
7,536
-676
-8% -$30.9K 0.09% 109
2018
Q4 		$342K Sell
8,212
-303
-4% -$12.5K 0.12% 95
2018
Q3 		$364K Sell
8,515
-898
-10% -$47.4K 0.11% 112
2018
Q2 		$485K Sell
9,413
-1,836
-16% -$101K 0.16% 98
2018
Q1 		$552K Sell
11,249
-9,931
-47% -$394K 0.18% 94
2017
Q4 		$747K Buy
21,180
+486
+2% +$14.7K 0.23% 89
2017
Q3 		$463K Buy
20,694
+982
+5% +$21.5K 0.16% 105
2017
Q2 		$397K Buy
+19,712
New +$344K 0.16% 105

Other funds holding NTNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return