LWA
FWLT

Lenox Wealth Advisors’s FOSTER WHEELER AG (SWITZERLAND) FWLT Stock Holding History

Lenox Wealth Advisors’s Portfolio FWLT Stock Details FWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-121
Closed -$3K – 432
2013
Q3 		$3K Buy
+121
New +$2.83K ﹤0.01% 227

Other funds holding FWLT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of FOSTER WHEELER AG (SWITZERLAND) (FWLT) in Q4 2013, closing a stake of 121 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in FWLT in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 208 funds tracked by Wall St. Rank hold FWLT as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining FOSTER WHEELER AG (SWITZERLAND) position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 121 FOSTER WHEELER AG (SWITZERLAND) shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in FOSTER WHEELER AG (SWITZERLAND) in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's FOSTER WHEELER AG (SWITZERLAND) position peaked at $3K in Q3 2013.
  • 208 funds tracked by Wall St. Rank held FOSTER WHEELER AG (SWITZERLAND) as of Q4 2013.

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