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Lenox Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Lenox Wealth Advisors’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,500
Closed -$32K – 779
2019
Q4 		$32K Hold
2,500
– – 0.01% 243
2019
Q3 		$36K Buy
+2,500
New +$36.7K 0.01% 186

Other funds holding BSM

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCS
Texas Children's Houston, Texas $20.5M AUM 51.2% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lenox Wealth Advisors's BSM Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Black Stone Minerals (BSM) in Q1 2020, closing a stake of 2,500 shares — an estimated $32K sold.

Lenox Wealth Advisors first reported a position in BSM in Q3 2019 and held it in 2 quarters. The position peaked at $36K in Q3 2019. 94 funds tracked by Wall St. Rank hold BSM as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Black Stone Minerals position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,500 Black Stone Minerals shares in Q1 2020, an estimated $32K.
  • Lenox Wealth Advisors first reported a position in Black Stone Minerals in Q3 2019 and held it in 2 quarters.
  • Lenox Wealth Advisors's Black Stone Minerals position peaked at $36K in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.