LWA
FLTX

Lenox Wealth Advisors’s Fleetmatics Group PLC FLTX Stock Holding History

Lenox Wealth Advisors’s Portfolio FLTX Stock Details FLTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-80
Closed -$3K – 428
2013
Q3 		$3K Buy
+80
New +$3.22K ﹤0.01% 224

Other funds holding FLTX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Lenox Wealth Advisors's FLTX Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of Fleetmatics Group PLC (FLTX) in Q4 2013, closing a stake of 80 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FLTX in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 134 funds tracked by Wall St. Rank hold FLTX as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining Fleetmatics Group PLC position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 80 Fleetmatics Group PLC shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Fleetmatics Group PLC in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Fleetmatics Group PLC position peaked at $3K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held Fleetmatics Group PLC as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.