LWA
MWV

Lenox Wealth Advisors’s MEADWESTVACO CORP MWV Stock Holding History

Lenox Wealth Advisors’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-148
Closed -$6K – 430
2013
Q3 		$6K Buy
+148
New +$5.45K 0.01% 158

Other funds holding MWV

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of MEADWESTVACO CORP (MWV) in Q4 2013, closing a stake of 148 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in MWV in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 344 funds tracked by Wall St. Rank hold MWV as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining MEADWESTVACO CORP position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 148 MEADWESTVACO CORP shares in Q4 2013, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in MEADWESTVACO CORP in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's MEADWESTVACO CORP position peaked at $6K in Q3 2013.
  • 344 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q4 2013.

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