Lenox Wealth Advisors, LLC quarter change: USA Stocks, Reduced
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).
- PG: Country of operation United States; Class COM; Shares 2016-06-30 1,840; Shares 2016-09-30 1,209.
- PFE: Country of operation United States; Class COM; Shares 2016-06-30 17,124; Shares 2016-09-30 16,822.
- META: Country of operation United States; Class Class A Shares; Shares 2016-06-30 1,615; Shares 2016-09-30 1,290.
- IBM: Country of operation United States; Class COM; Shares 2016-06-30 1,565; Shares 2016-09-30 1,389.
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.
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