LWA
CET

Lenox Wealth Advisors’s Central Securities Corp CET Stock Holding History

Lenox Wealth Advisors’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,119
Closed -$338K – 428
2018
Q2 		$338K Buy
+12,119
New +$334K 0.07% 39

Other funds holding CET

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's CET Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Central Securities Corp (CET) in Q3 2018, closing a stake of 12,119 shares — an estimated $338K sold.

Lenox Wealth Advisors first reported a position in CET in Q2 2018 and held it in 1 quarter. The position peaked at $338K in Q2 2018. 52 funds tracked by Wall St. Rank hold CET as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Central Securities Corp position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 12,119 Central Securities Corp shares in Q3 2018, an estimated $338K.
  • Lenox Wealth Advisors first reported a position in Central Securities Corp in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Central Securities Corp position peaked at $338K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.