LWA
FLOW

Lenox Wealth Advisors’s SPX FLOW, Inc. FLOW Stock Holding History

Lenox Wealth Advisors’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-95
Closed -$4K – 477
2017
Q3 		$4K Buy
+95
New +$3.36K ﹤0.01% 98

Other funds holding FLOW

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of SPX FLOW, Inc. (FLOW) in Q4 2017, closing a stake of 95 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in FLOW in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 196 funds tracked by Wall St. Rank hold FLOW as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining SPX FLOW, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 95 SPX FLOW, Inc. shares in Q4 2017, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in SPX FLOW, Inc. in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's SPX FLOW, Inc. position peaked at $4K in Q3 2017.
  • 196 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q4 2017.

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