LWA
DVR

Lenox Wealth Advisors’s CAL DIVE INTERNATIONAL INC COM DVR Stock Holding History

Lenox Wealth Advisors’s Portfolio DVR Stock Details DVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-125
Closed – – 193
2014
Q1 		$0 Buy
+125
New +$221 ﹤0.01% 388

Other funds holding DVR

HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lenox Wealth Advisors's DVR Position: Q2 2014 in Review

Lenox Wealth Advisors sold out of CAL DIVE INTERNATIONAL INC COM (DVR) in Q2 2014, closing a stake of 125 shares.

Lenox Wealth Advisors first reported a position in DVR in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 87 funds tracked by Wall St. Rank hold DVR as of Q2 2014.

  • Lenox Wealth Advisors reported no remaining CAL DIVE INTERNATIONAL INC COM position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 125 CAL DIVE INTERNATIONAL INC COM shares in Q2 2014.
  • Lenox Wealth Advisors first reported a position in CAL DIVE INTERNATIONAL INC COM in Q1 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's CAL DIVE INTERNATIONAL INC COM position peaked at $0 in Q1 2014.
  • 87 funds tracked by Wall St. Rank held CAL DIVE INTERNATIONAL INC COM as of Q2 2014.

Based on Lenox Wealth Advisors's 13F filing for Q2 2014, filed 10 Jul 2014.