LWA
WMGI

Lenox Wealth Advisors’s Wright Medical Group Inc WMGI Stock Holding History

Lenox Wealth Advisors’s Portfolio WMGI Stock Details WMGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-102
Closed -$3K – 479
2017
Q3 		$3K Buy
+102
New +$2.81K ﹤0.01% 128

Other funds holding WMGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lenox Wealth Advisors's WMGI Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Wright Medical Group Inc (WMGI) in Q4 2017, closing a stake of 102 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WMGI in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 167 funds tracked by Wall St. Rank hold WMGI as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Wright Medical Group Inc position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 102 Wright Medical Group Inc shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Wright Medical Group Inc in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Wright Medical Group Inc position peaked at $3K in Q3 2017.
  • 167 funds tracked by Wall St. Rank held Wright Medical Group Inc as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.