Lenox Wealth Management’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-239	Closed	-$20K	–	708
2019 Q1	$20K	Buy	+239	New	+$20.3K	0.01%	352

Other funds holding PII

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Management sold out of Polaris (PII) in Q2 2019, closing a stake of 239 shares — an estimated $20K sold.

Lenox Wealth Management first reported a position in PII in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 443 funds tracked by Wall St. Rank hold PII as of Q2 2019.

Lenox Wealth Management reported no remaining Polaris position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Management sold 239 Polaris shares in Q2 2019, an estimated $20K.
Lenox Wealth Management first reported a position in Polaris in Q1 2019 and held it in 1 quarter.
Lenox Wealth Management's Polaris position peaked at $20K in Q1 2019.
443 funds tracked by Wall St. Rank held Polaris as of Q2 2019.

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