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Lenox Wealth Management’s WesBanco WSBC Stock Holding History

Lenox Wealth Management’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,500
Closed -$266K – 509
2017
Q4 		$266K Hold
6,500
– – 0.08% 119
2017
Q3 		$268K Hold
6,500
– – 0.09% 117
2017
Q2 		$259K Buy
+6,500
New +$252K 0.11% 117

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Lenox Wealth Management sold out of WesBanco (WSBC) in Q1 2018, closing a stake of 6,500 shares — an estimated $266K sold.

Lenox Wealth Management first reported a position in WSBC in Q2 2017 and held it in 3 quarters. The position peaked at $268K in Q3 2017. 157 funds tracked by Wall St. Rank hold WSBC as of Q1 2018.

  • Lenox Wealth Management reported no remaining WesBanco position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 6,500 WesBanco shares in Q1 2018, an estimated $266K.
  • Lenox Wealth Management first reported a position in WesBanco in Q2 2017 and held it in 3 quarters.
  • Lenox Wealth Management's WesBanco position peaked at $268K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held WesBanco as of Q1 2018.

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