LWA
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Lenox Wealth Advisors’s Evercore EVR Stock Holding History

Lenox Wealth Advisors’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-34
Closed -$2K – 238
2013
Q4 		$2K Sell
34
-25
-42% -$1.47K ﹤0.01% 300
2013
Q3 		$3K Buy
+59
New +$3K ﹤0.01% 199