LWA
HF

Lenox Wealth Advisors’s HFF Inc. HF Stock Holding History

Lenox Wealth Advisors’s Portfolio HF Stock Details HF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-156
Closed -$4K – 419
2013
Q3 		$4K Buy
+156
New +$3.18K ﹤0.01% 193

Other funds holding HF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of HFF Inc. (HF) in Q4 2013, closing a stake of 156 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in HF in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 147 funds tracked by Wall St. Rank hold HF as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining HFF Inc. position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 156 HFF Inc. shares in Q4 2013, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in HFF Inc. in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's HFF Inc. position peaked at $4K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held HFF Inc. as of Q4 2013.

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