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Lenox Wealth Management’s Gibraltar Industries ROCK Stock Holding History

Lenox Wealth Management’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$41K – 505
2017
Q1 		$41K Hold
1,000
– – 0.03% 99
2016
Q4 		$42K Hold
1,000
– – 0.03% 113
2016
Q3 		$37K Hold
1,000
– – 0.03% 117
2016
Q2 		$32K Hold
1,000
– – 0.02% 129
2016
Q1 		$29K Hold
1,000
– – 0.02% 134
2015
Q4 		$25K Buy
+1,000
New +$24K 0.02% 142

Other funds holding ROCK

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's ROCK Position: Q2 2017 in Review

Lenox Wealth Management sold out of Gibraltar Industries (ROCK) in Q2 2017, closing a stake of 1,000 shares — an estimated $41K sold.

Lenox Wealth Management first reported a position in ROCK in Q4 2015 and held it in 6 quarters. The position peaked at $42K in Q4 2016. 154 funds tracked by Wall St. Rank hold ROCK as of Q2 2017.

  • Lenox Wealth Management reported no remaining Gibraltar Industries position as of Q2 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 1,000 Gibraltar Industries shares in Q2 2017, an estimated $41K.
  • Lenox Wealth Management first reported a position in Gibraltar Industries in Q4 2015 and held it in 6 quarters.
  • Lenox Wealth Management's Gibraltar Industries position peaked at $42K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.