LWA
TVE

Lenox Wealth Advisors’s Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 TVE Stock Holding History

Lenox Wealth Advisors’s Portfolio TVE Stock Details TVE 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 – 292
2013
Q2 		$25K Buy
+1,000
New +$25.8K 0.03% 57

Other funds holding TVE

NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return