LWA
MB

Lenox Wealth Advisors’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Lenox Wealth Advisors’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-120
Closed -$3K – 497
2017
Q3 		$3K Buy
+120
New +$2.97K ﹤0.01% 133

Other funds holding MB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lenox Wealth Advisors's MB Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2017, closing a stake of 120 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MB in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 142 funds tracked by Wall St. Rank hold MB as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 120 MINDBODY, Inc. Class A Common Stock shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's MINDBODY, Inc. Class A Common Stock position peaked at $3K in Q3 2017.
  • 142 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.