LWA
CAVM

Lenox Wealth Advisors’s Cavium, Inc. CAVM Stock Holding History

Lenox Wealth Advisors’s Portfolio CAVM Stock Details CAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-36
Closed -$2K – 507
2017
Q3 		$2K Buy
+36
New +$2.28K ﹤0.01% 180
2014
Q1 		– Sell
-49
Closed -$2K – 390
2013
Q4 		$2K Sell
49
-45
-48% -$1.69K ﹤0.01% 346
2013
Q3 		$4K Buy
+94
New +$3.54K ﹤0.01% 196

Other funds holding CAVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Lenox Wealth Advisors's CAVM Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Cavium, Inc. (CAVM) in Q4 2017, closing a stake of 36 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CAVM in Q3 2013 and held it in 3 quarters. The position peaked at $4K in Q3 2013. 264 funds tracked by Wall St. Rank hold CAVM as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Cavium, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 36 Cavium, Inc. shares in Q4 2017, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Cavium, Inc. in Q3 2013 and held it in 3 quarters.
  • Lenox Wealth Advisors's Cavium, Inc. position peaked at $4K in Q3 2013.
  • 264 funds tracked by Wall St. Rank held Cavium, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.