LWA
WW

Lenox Wealth Advisors’s WW International WW Stock Holding History

Lenox Wealth Advisors’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$2K – 288
2014
Q2 		$2K Sell
100
-100
-50% -$2.14K ﹤0.01% 176
2014
Q1 		$4K Hold
200
– – ﹤0.01% 180
2013
Q4 		$7K Hold
200
– – ﹤0.01% 208
2013
Q3 		$7K Buy
+200
New +$8.05K 0.01% 133

Other funds holding WW

AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
CC
Chubb Corp Warren, New Jersey $1.24B AUM 0.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lenox Wealth Advisors's WW Position: Q3 2014 in Review

Lenox Wealth Advisors sold out of WW International (WW) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WW in Q3 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 146 funds tracked by Wall St. Rank hold WW as of Q3 2014.

  • Lenox Wealth Advisors reported no remaining WW International position as of Q3 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 100 WW International shares in Q3 2014, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in WW International in Q3 2013 and held it in 4 quarters.
  • Lenox Wealth Advisors's WW International position peaked at $7K in Q4 2013.
  • 146 funds tracked by Wall St. Rank held WW International as of Q3 2014.

Based on Lenox Wealth Advisors's 13F filing for Q3 2014, filed 2 Oct 2014.