Lyons Wealth Management’s Genworth Financial GNW Stock Holding History

Lyons Wealth Management’s Portfolio GNW Stock Details GNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,000	Closed	-$38K	–	53
2016 Q4	$38K	Sell	10,000 -10,000	-50%	-$44.1K	0.05%	46
2016 Q3	$100K	Hold	20,000	–	–	0.14%	45
2016 Q2	$52K	Hold	20,000	–	–	0.08%	44
2016 Q1	$54K	Sell	20,000 -10,000	-33%	-$25.3K	0.08%	46
2015 Q4	$111K	Hold	30,000	–	–	0.14%	51
2015 Q3	$138K	Hold	30,000	–	–	0.18%	46
2015 Q2	$228K	Hold	30,000	–	–	0.26%	49
2015 Q1	$219K	Hold	30,000	–	–	0.24%	47
2014 Q4	$255K	Buy	30,000 +20,000	+200%	+$210K	0.27%	45
2014 Q3	$131K	Buy	+10,000	New	+$145K	0.14%	56

Other funds holding GNW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lyons Wealth Management's GNW Position: Q1 2017 in Review

Lyons Wealth Management sold out of Genworth Financial (GNW) in Q1 2017, closing a stake of 10,000 shares — an estimated $38K sold.

Lyons Wealth Management first reported a position in GNW in Q3 2014 and held it in 10 quarters. The position peaked at $255K in Q4 2014. 277 funds tracked by Wall St. Rank hold GNW as of Q1 2017.

Lyons Wealth Management reported no remaining Genworth Financial position as of Q1 2017 after selling out during the quarter.
Lyons Wealth Management sold 10,000 Genworth Financial shares in Q1 2017, an estimated $38K.
Lyons Wealth Management first reported a position in Genworth Financial in Q3 2014 and held it in 10 quarters.
Lyons Wealth Management's Genworth Financial position peaked at $255K in Q4 2014.
277 funds tracked by Wall St. Rank held Genworth Financial as of Q1 2017.

Based on Lyons Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.