LWA
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Lenox Wealth Advisors’s IMAX IMAX Stock Holding History

Lenox Wealth Advisors’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-87
Closed -$3K – 390
2013
Q3 		$3K Buy
+87
New +$2.34K ﹤0.01% 203

Other funds holding IMAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of IMAX (IMAX) in Q4 2013, closing a stake of 87 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in IMAX in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 148 funds tracked by Wall St. Rank hold IMAX as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining IMAX position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 87 IMAX shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in IMAX in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's IMAX position peaked at $3K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held IMAX as of Q4 2013.

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