LWA
BEAM

Lenox Wealth Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History

Lenox Wealth Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-240
Closed -$15K – 310
2013
Q2 		$15K Buy
+240
New +$15.6K 0.02% 85

Other funds holding BEAM

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return

Lenox Wealth Advisors's BEAM Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of BEAM INC COM STK (DE) (BEAM) in Q3 2013, closing a stake of 240 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in BEAM in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 458 funds tracked by Wall St. Rank hold BEAM as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining BEAM INC COM STK (DE) position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 240 BEAM INC COM STK (DE) shares in Q3 2013, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's BEAM INC COM STK (DE) position peaked at $15K in Q2 2013.
  • 458 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.