LWM
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Lenox Wealth Management’s Evercore EVR Stock Holding History

Lenox Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-776
Closed -$42K – 247
2015
Q4 		$42K Buy
+776
New +$42K 0.03% 116