LWA
IM

Lenox Wealth Advisors’s Ingram Micro IM Stock Holding History

Lenox Wealth Advisors’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-55
Closed -$2K – 455
2015
Q4 		$2K Buy
+55
New +$1.66K ﹤0.01% 354

Other funds holding IM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's IM Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Ingram Micro (IM) in Q1 2016, closing a stake of 55 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in IM in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 347 funds tracked by Wall St. Rank hold IM as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Ingram Micro position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 55 Ingram Micro shares in Q1 2016, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Ingram Micro in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's Ingram Micro position peaked at $2K in Q4 2015.
  • 347 funds tracked by Wall St. Rank held Ingram Micro as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.