LWA
HERO

Lenox Wealth Advisors’s HERCULES OFFSHORE INC COM STK HERO Stock Holding History

Lenox Wealth Advisors’s Portfolio HERO Stock Details HERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-298
Closed -$2K – 375
2013
Q4 		$2K Sell
298
-212
-42% -$1.43K ﹤0.01% 339
2013
Q3 		$4K Buy
+510
New +$3.72K ﹤0.01% 194

Other funds holding HERO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Lenox Wealth Advisors's HERO Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of HERCULES OFFSHORE INC COM STK (HERO) in Q1 2014, closing a stake of 298 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in HERO in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 170 funds tracked by Wall St. Rank hold HERO as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining HERCULES OFFSHORE INC COM STK position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 298 HERCULES OFFSHORE INC COM STK shares in Q1 2014, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in HERCULES OFFSHORE INC COM STK in Q3 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's HERCULES OFFSHORE INC COM STK position peaked at $4K in Q3 2013.
  • 170 funds tracked by Wall St. Rank held HERCULES OFFSHORE INC COM STK as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.