LWA
VALE.P

Lenox Wealth Advisors’s Vale S A VALE.P Stock Holding History

Lenox Wealth Advisors’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-120
Closed -$1K – 575
2017
Q4 		$1K Buy
+120
New +$1.14K ﹤0.01% 375

Other funds holding VALE.P

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return