Lenox Wealth Advisors’s Banco Santander SAN Stock Holding History

Lenox Wealth Advisors’s Portfolio SAN Stock Details SAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-771	Closed	-$3K	–	554
2019 Q1	$3K	Buy	+771	New	+$3.52K	﹤0.01%	477
2016 Q4	–	Sell	-18,114	Closed	-$77K	–	170
2016 Q3	$77K	Hold	18,114	–	–	0.02%	63
2016 Q2	$68K	Hold	18,114	–	–	0.02%	71
2016 Q1	$76K	Hold	18,114	–	–	0.02%	66
2015 Q4	$85K	Sell	18,114 -1	-0%	-$5	0.03%	59
2015 Q3	$91K	Buy	+18,115	New	+$110K	0.03%	52

Other funds holding SAN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lenox Wealth Advisors's SAN Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Banco Santander (SAN) in Q2 2019, closing a stake of 771 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SAN in Q3 2015 and held it in 6 quarters. The position peaked at $91K in Q3 2015. 304 funds tracked by Wall St. Rank hold SAN as of Q2 2019.

Lenox Wealth Advisors reported no remaining Banco Santander position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 771 Banco Santander shares in Q2 2019, an estimated $3K.
Lenox Wealth Advisors first reported a position in Banco Santander in Q3 2015 and held it in 6 quarters.
Lenox Wealth Advisors's Banco Santander position peaked at $91K in Q3 2015.
304 funds tracked by Wall St. Rank held Banco Santander as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.