Lenox Wealth Management, Inc. historic quarter change: USA Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (listed in the US), over 11 quarters from 2013-12-31 to 2016-09-30, Lenox Wealth Management, Inc. opened 1 positions, added to 0, reduced 4 and sold out of 2.
- Q3 2016: Stock CBS CORP CLASS B; Country of operation —; Class CLB; Shares before 1,108.
- Q2 2016: Stock CBS CORP CLASS B; Country of operation —; Class CLB; Shares before 1,140.
- Q1 2016: Stock CBS CORP CLASS B; Country of operation —; Class CLB; Shares before 1,423.
- Q1 2015: Stock JPMORGAN CHASE 18 WTS WARRANTS EXP 10/28/18; Country of operation —; Class W EXP 10/28/201; Shares before 1,000.
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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