LWA
INFA

Lenox Wealth Advisors’s INFORMATICA CORP INFA Stock Holding History

Lenox Wealth Advisors’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-200
Closed -$7K – 308
2013
Q2 		$7K Buy
+200
New +$6.9K 0.01% 158

Other funds holding INFA

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's INFA Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of INFORMATICA CORP (INFA) in Q3 2013, closing a stake of 200 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in INFA in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 265 funds tracked by Wall St. Rank hold INFA as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining INFORMATICA CORP position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 200 INFORMATICA CORP shares in Q3 2013, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in INFORMATICA CORP in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's INFORMATICA CORP position peaked at $7K in Q2 2013.
  • 265 funds tracked by Wall St. Rank held INFORMATICA CORP as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.