LWM
MB

Lenox Wealth Management’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Lenox Wealth Management’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-20
Closed – – 246
2016
Q1 		$0 Hold
20
– – ﹤0.01% 259
2015
Q4 		$0 Buy
+20
New +$323 ﹤0.01% 269

Other funds holding MB

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Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lenox Wealth Management's MB Position: Q2 2016 in Review

Lenox Wealth Management sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2016, closing a stake of 20 shares.

Lenox Wealth Management first reported a position in MB in Q4 2015 and held it in 2 quarters. The position peaked at $0 in Q1 2016. 77 funds tracked by Wall St. Rank hold MB as of Q2 2016.

  • Lenox Wealth Management reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 20 MINDBODY, Inc. Class A Common Stock shares in Q2 2016.
  • Lenox Wealth Management first reported a position in MINDBODY, Inc. Class A Common Stock in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Management's MINDBODY, Inc. Class A Common Stock position peaked at $0 in Q1 2016.
  • 77 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2016.

Based on Lenox Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.