LWA
KOG

Lenox Wealth Advisors’s KODIAK OIL & GAS CORP KOG Stock Holding History

Lenox Wealth Advisors’s Portfolio KOG Stock Details KOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-279
Closed -$3K – 431
2013
Q3 		$3K Buy
+279
New +$2.8K ﹤0.01% 226

Other funds holding KOG

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of KODIAK OIL & GAS CORP (KOG) in Q4 2013, closing a stake of 279 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in KOG in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 236 funds tracked by Wall St. Rank hold KOG as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining KODIAK OIL & GAS CORP position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 279 KODIAK OIL & GAS CORP shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in KODIAK OIL & GAS CORP in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's KODIAK OIL & GAS CORP position peaked at $3K in Q3 2013.
  • 236 funds tracked by Wall St. Rank held KODIAK OIL & GAS CORP as of Q4 2013.

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