Lenox Wealth Management’s BEAM INC COM STK (DE) BEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-156
Closed -$13K 184
2014
Q1
$13K Hold
156
0.01% 140
2013
Q4
$11K Buy
+156
New +$10.5K 0.01% 143

Lenox Wealth Management's BEAM Position: Q2 2014 in Review

Lenox Wealth Management sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 156 shares — an estimated $13K sold.

Lenox Wealth Management first reported a position in BEAM in Q4 2013 and held it in 2 quarters. The position peaked at $13K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Lenox Wealth Management reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 156 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $13K.
  • Lenox Wealth Management first reported a position in BEAM INC COM STK (DE) in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Management's BEAM INC COM STK (DE) position peaked at $13K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Lenox Wealth Management's 13F filing for Q2 2014, filed 22 Sep 2014.