LWM
TI

Lenox Wealth Management’s Telecom Italia TI Stock Holding History

Lenox Wealth Management’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,663
Closed -$547K – 726
2018
Q4 		$547K Buy
12,663
+12,487
+7,095% +$75K 0.18% 84
2018
Q3 		$2K Sell
176
-199
-53% -$1.38K ﹤0.01% 598
2018
Q2 		$3K Buy
+375
New +$3.42K ﹤0.01% 485

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Lenox Wealth Management's TI Position: Q1 2019 in Review

Lenox Wealth Management sold out of Telecom Italia (TI) in Q1 2019, closing a stake of 12,663 shares — an estimated $547K sold.

Lenox Wealth Management first reported a position in TI in Q2 2018 and held it in 3 quarters. The position peaked at $547K in Q4 2018. 85 funds tracked by Wall St. Rank hold TI as of Q1 2019.

  • Lenox Wealth Management reported no remaining Telecom Italia position as of Q1 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 12,663 Telecom Italia shares in Q1 2019, an estimated $547K.
  • Lenox Wealth Management first reported a position in Telecom Italia in Q2 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Telecom Italia position peaked at $547K in Q4 2018.
  • 85 funds tracked by Wall St. Rank held Telecom Italia as of Q1 2019.

Based on Lenox Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.