Lenox Wealth Management, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, Lenox Wealth Management, Inc. opened 74 positions, added to 221, reduced 390 and sold out of 67.
- Q3 2016: Stock MSFT; Country of operation United States; Class COM; Shares before 4,847.
- Q3 2016: Stock V; Country of operation United States; Class CL A; Shares before 3,151.
- Q3 2016: Stock JNJ; Country of operation United States; Class COM; Shares before 972.
- Q3 2016: Stock META; Country of operation United States; Class CL A; Shares before 572.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1464332), 11 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-16); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-28); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-09-22); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-09-22). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.
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