Lenox Wealth Advisors’s Manitowoc MTW Stock Holding History

Lenox Wealth Advisors’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-153	Closed	-$3K	–	399
2013 Q3	$3K	Buy	+153	New	+$2.78K	﹤0.01%	207

Other funds holding MTW

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

NRECA

National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Manitowoc (MTW) in Q4 2013, closing a stake of 153 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in MTW in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 246 funds tracked by Wall St. Rank hold MTW as of Q4 2013.

Lenox Wealth Advisors reported no remaining Manitowoc position as of Q4 2013 after selling out during the quarter.
Lenox Wealth Advisors sold 153 Manitowoc shares in Q4 2013, an estimated $3K.
Lenox Wealth Advisors first reported a position in Manitowoc in Q3 2013 and held it in 1 quarter.
Lenox Wealth Advisors's Manitowoc position peaked at $3K in Q3 2013.
246 funds tracked by Wall St. Rank held Manitowoc as of Q4 2013.

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