LWA
MER.PRF

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

SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Lenox Wealth Advisors's MER.PRF Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of MERRILL PF CP TST V 7.28%TOPRS (MER.PRF) in Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Lenox Wealth Advisors first reported a position in MER.PRF in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 13 funds tracked by Wall St. Rank hold MER.PRF as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining MERRILL PF CP TST V 7.28%TOPRS position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,000 MERRILL PF CP TST V 7.28%TOPRS shares in Q3 2013, an estimated $25K.
  • Lenox Wealth Advisors first reported a position in MERRILL PF CP TST V 7.28%TOPRS in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's MERRILL PF CP TST V 7.28%TOPRS position peaked at $25K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held MERRILL PF CP TST V 7.28%TOPRS as of Q3 2013.

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