LWA
STJ

Lenox Wealth Advisors’s St Jude Medical STJ Stock Holding History

Lenox Wealth Advisors’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-45
Closed -$3K – 581
2015
Q3 		$3K Buy
+45
New +$3.21K ﹤0.01% 327
2014
Q1 		– Sell
-80
Closed -$5K – 373
2013
Q4 		$5K Buy
+80
New +$4.63K ﹤0.01% 241

Other funds holding STJ

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lenox Wealth Advisors's STJ Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of St Jude Medical (STJ) in Q4 2015, closing a stake of 45 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in STJ in Q4 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 620 funds tracked by Wall St. Rank hold STJ as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining St Jude Medical position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 45 St Jude Medical shares in Q4 2015, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in St Jude Medical in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's St Jude Medical position peaked at $5K in Q4 2013.
  • 620 funds tracked by Wall St. Rank held St Jude Medical as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.