Lenox Wealth Advisors, LLC Last Quarter Change: USA Stocks, New

Lenox Wealth Advisors, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Lenox Wealth Advisors, LLC opened 11 positions, added to 18, reduced 12, sold out of 11 and left 54 unchanged. The largest increase in value was M (+$294,000); the largest decrease was PG (-$47,000).

SO: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 281.
FTV: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 98.
MA: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 50.
DLTR: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 55.

Two Form 13F-HR filings compared (SEC CIK 1569292): 2016-06-30 (filed 2016-07-11) and 2016-09-30 (filed 2016-10-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2016-09-30	Share change	Value 2016-06-30	Value 2016-09-30	Value change
SO SOUTHERN COMPANY	United States	COM	281	+281	$0	$14,000	+$14,000
FTV FORTIVE CORPORATION	United States	COM	98	+98	$0	$5,000	+$5,000
MA MASTERCARD INC	United States	COM	50	+50	$0	$5,000	+$5,000
DLTR DOLLAR TREE INC	United States	COM	55	+55	$0	$4,000	+$4,000
MIDD MIDDLEBY CORP THE	United States	COM	35	+35	$0	$4,000	+$4,000
SHW SHERWIN WILLIAMS CO	United States	COM	15	+15	$0	$4,000	+$4,000
TJX TJX COMPANIES INC	United States	COM	50	+50	$0	$4,000	+$4,000
CTSH COGNIZANT TECH SOLU CLASS A	United States	Class A Shares	70	+70	$0	$3,000	+$3,000
FAST FASTENAL CO	United States	COM	65	+65	$0	$3,000	+$3,000
MMS MAXIMUS INC	United States	COM	45	+45	$0	$3,000	+$3,000
MKC MC CORMICK & CO INC	United States	COM	20	+20	$0	$2,000	+$2,000

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