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 $495B AUM 43.24% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 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 $2.68B AUM
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Lenox Wealth Advisors's TVE Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 (TVE) in Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Lenox Wealth Advisors first reported a position in TVE in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 6 funds tracked by Wall St. Rank hold TVE as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,000 Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 shares in Q3 2013, an estimated $25K.
  • Lenox Wealth Advisors first reported a position in Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 position peaked at $25K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.