LWA
CBM

Lenox Wealth Advisors’s Cambrex Corporation CBM Stock Holding History

Lenox Wealth Advisors’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-51
Closed -$3K – 487
2017
Q3 		$3K Buy
+51
New +$2.81K ﹤0.01% 131

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Cambrex Corporation (CBM) in Q4 2017, closing a stake of 51 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CBM in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 263 funds tracked by Wall St. Rank hold CBM as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Cambrex Corporation position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 51 Cambrex Corporation shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Cambrex Corporation in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Cambrex Corporation position peaked at $3K in Q3 2017.
  • 263 funds tracked by Wall St. Rank held Cambrex Corporation as of Q4 2017.

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