LWA
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CI
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 $6.69B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return