LWM
TPC

Lenox Wealth Management’s Tutor Perini Cor TPC Stock Holding History

Lenox Wealth Management’s Portfolio TPC Stock Details TPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-437
Closed -$9K – 614
2018
Q1 		$9K Sell
437
-33
-7% -$781 ﹤0.01% 365
2017
Q4 		$12K Buy
470
+67
+17% +$1.78K ﹤0.01% 372
2017
Q3 		$11K Buy
403
+214
+113% +$5.75K ﹤0.01% 389
2017
Q2 		$5K Buy
+189
New +$5.37K ﹤0.01% 428

Other funds holding TPC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Management's TPC Position: Q2 2018 in Review

Lenox Wealth Management sold out of Tutor Perini Cor (TPC) in Q2 2018, closing a stake of 437 shares — an estimated $9K sold.

Lenox Wealth Management first reported a position in TPC in Q2 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2017. 146 funds tracked by Wall St. Rank hold TPC as of Q2 2018.

  • Lenox Wealth Management reported no remaining Tutor Perini Cor position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 437 Tutor Perini Cor shares in Q2 2018, an estimated $9K.
  • Lenox Wealth Management first reported a position in Tutor Perini Cor in Q2 2017 and held it in 4 quarters.
  • Lenox Wealth Management's Tutor Perini Cor position peaked at $12K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held Tutor Perini Cor as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.