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Lenox Wealth Management’s IMAX IMAX Stock Holding History

Lenox Wealth Management’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-275
Closed -$8K – 157
2014
Q3 		$8K Hold
275
– – 0.01% 132
2014
Q2 		$8K Hold
275
– – 0.01% 132
2014
Q1 		$8K Hold
275
– – ﹤0.01% 150
2013
Q4 		$8K Buy
+275
New +$7.91K 0.01% 148

Other funds holding IMAX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Lenox Wealth Management's IMAX Position: Q4 2014 in Review

Lenox Wealth Management sold out of IMAX (IMAX) in Q4 2014, closing a stake of 275 shares — an estimated $8K sold.

Lenox Wealth Management first reported a position in IMAX in Q4 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2014. 139 funds tracked by Wall St. Rank hold IMAX as of Q4 2014.

  • Lenox Wealth Management reported no remaining IMAX position as of Q4 2014 after selling out during the quarter.
  • Lenox Wealth Management sold 275 IMAX shares in Q4 2014, an estimated $8K.
  • Lenox Wealth Management first reported a position in IMAX in Q4 2013 and held it in 4 quarters.
  • Lenox Wealth Management's IMAX position peaked at $8K in Q3 2014.
  • 139 funds tracked by Wall St. Rank held IMAX as of Q4 2014.

Based on Lenox Wealth Management's 13F filing for Q4 2014, filed 5 Feb 2015.