LWA
SFLY

Lenox Wealth Advisors’s Shutterfly, Inc. SFLY Stock Holding History

Lenox Wealth Advisors’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$51K – 359
2013
Q4 		$51K Hold
1,000
– – 0.04% 64
2013
Q3 		$56K Buy
+1,000
New +$55.6K 0.05% 34

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Lenox Wealth Advisors's SFLY Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Shutterfly, Inc. (SFLY) in Q1 2014, closing a stake of 1,000 shares — an estimated $51K sold.

Lenox Wealth Advisors first reported a position in SFLY in Q3 2013 and held it in 2 quarters. The position peaked at $56K in Q3 2013. 152 funds tracked by Wall St. Rank hold SFLY as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Shutterfly, Inc. position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,000 Shutterfly, Inc. shares in Q1 2014, an estimated $51K.
  • Lenox Wealth Advisors first reported a position in Shutterfly, Inc. in Q3 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Shutterfly, Inc. position peaked at $56K in Q3 2013.
  • 152 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.