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Lenox Wealth Management’s Rocky Brands RCKY Stock Holding History

Lenox Wealth Management’s Portfolio RCKY Stock Details RCKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-127
Closed -$4K – 675
2018
Q3 		$4K Buy
127
+59
+87% +$1.72K ﹤0.01% 532
2018
Q2 		$2K Hold
68
– – ﹤0.01% 507
2018
Q1 		$1K Buy
68
+28
+70% +$534 ﹤0.01% 460
2017
Q4 		$1K Buy
+40
New +$685 ﹤0.01% 469

Other funds holding RCKY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Management's RCKY Position: Q4 2018 in Review

Lenox Wealth Management sold out of Rocky Brands (RCKY) in Q4 2018, closing a stake of 127 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in RCKY in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 86 funds tracked by Wall St. Rank hold RCKY as of Q4 2018.

  • Lenox Wealth Management reported no remaining Rocky Brands position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 127 Rocky Brands shares in Q4 2018, an estimated $4K.
  • Lenox Wealth Management first reported a position in Rocky Brands in Q4 2017 and held it in 4 quarters.
  • Lenox Wealth Management's Rocky Brands position peaked at $4K in Q3 2018.
  • 86 funds tracked by Wall St. Rank held Rocky Brands as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.