Lenox Wealth Advisors’s MERRILL PF CP TST V 7.28%TOPRS MER.PRF Stock Holding History

Lenox Wealth Advisors’s Portfolio MER.PRF Stock Details MER.PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-1,000	Closed	-$25K	–	307
2013 Q2	$25K	Buy	+1,000	New	+$25.4K	0.03%	59

Other funds holding MER.PRF

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Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Benchmark Capital Advisors New York $100M AUM 0.8% 1-Year Est. Return

Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return