LWM
TSS

Lenox Wealth Management’s Total System Services, Inc. TSS Stock Holding History

Lenox Wealth Management’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-145
Closed -$11K – 524
2017
Q4 		$11K Sell
145
-13
-8% -$945 ﹤0.01% 382
2017
Q3 		$10K Hold
158
– – ﹤0.01% 400
2017
Q2 		$9K Buy
+158
New +$9.04K ﹤0.01% 390

Other funds holding TSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lenox Wealth Management's TSS Position: Q1 2018 in Review

Lenox Wealth Management sold out of Total System Services, Inc. (TSS) in Q1 2018, closing a stake of 145 shares — an estimated $11K sold.

Lenox Wealth Management first reported a position in TSS in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 564 funds tracked by Wall St. Rank hold TSS as of Q1 2018.

  • Lenox Wealth Management reported no remaining Total System Services, Inc. position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 145 Total System Services, Inc. shares in Q1 2018, an estimated $11K.
  • Lenox Wealth Management first reported a position in Total System Services, Inc. in Q2 2017 and held it in 3 quarters.
  • Lenox Wealth Management's Total System Services, Inc. position peaked at $11K in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q1 2018.

Based on Lenox Wealth Management's 13F filing for Q1 2018, filed 26 Apr 2018.