LWA
CHCT

Lenox Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History

Lenox Wealth Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-84
Closed -$3K – 616
2020
Q1 		$3K Hold
84
– – ﹤0.01% 490
2019
Q4 		$4K Hold
84
– – ﹤0.01% 499
2019
Q3 		$4K Buy
+84
New +$3.54K ﹤0.01% 414

Other funds holding CHCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Lenox Wealth Advisors's CHCT Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2020, closing a stake of 84 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CHCT in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 173 funds tracked by Wall St. Rank hold CHCT as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Community Healthcare Trust position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 84 Community Healthcare Trust shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Community Healthcare Trust in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Community Healthcare Trust position peaked at $4K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.