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Wealthfront’s Lennox International LII Stock Holding History

Wealthfront’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-228
Closed -$26K – 714
2015
Q3 		$26K Buy
228
+128
+128% +$15K ﹤0.01% 667
2015
Q2 		$11K Buy
100
+36
+56% +$4K ﹤0.01% 803
2015
Q1 		$7K Buy
64
+63
+6,300% +$6.5K ﹤0.01% 709
2014
Q4 		$0 Buy
+1
New +$89 ﹤0.01% 849

Other funds holding LII

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthfront's LII Position: Q4 2015 in Review

Wealthfront sold out of Lennox International (LII) in Q4 2015, closing a stake of 228 shares — an estimated $26K sold.

Wealthfront first reported a position in LII in Q4 2014 and held it in 4 quarters. The position peaked at $26K in Q3 2015. 264 funds tracked by Wall St. Rank hold LII as of Q4 2015.

  • Wealthfront reported no remaining Lennox International position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 228 Lennox International shares in Q4 2015, an estimated $26K.
  • Wealthfront first reported a position in Lennox International in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Lennox International position peaked at $26K in Q3 2015.
  • 264 funds tracked by Wall St. Rank held Lennox International as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.