LWA
CPN

Lenox Wealth Advisors’s Calpine Corporation CPN Stock Holding History

Lenox Wealth Advisors’s Portfolio CPN Stock Details CPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-68
Closed -$1K – 348
2014
Q3 		$1K Hold
68
– – ﹤0.01% 275
2014
Q2 		$2K Hold
68
– – ﹤0.01% 177
2014
Q1 		$1K Hold
68
– – ﹤0.01% 187
2013
Q4 		$1K Hold
68
– – ﹤0.01% 367
2013
Q3 		$1K Hold
68
– – ﹤0.01% 251
2013
Q2 		$1K Buy
+68
New +$1.43K ﹤0.01% 229

Other funds holding CPN

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LPPI
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Hotchkis & Wiley Capital Management
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Harris Associates
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
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