Lenox Wealth Advisors’s Signature Bank SBNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-32	Closed	-$3K	–	856
2020 Q1	$3K	Buy	+32	New	+$4.02K	﹤0.01%	548
2019 Q2	–	Sell	-34	Closed	-$4K	–	622
2019 Q1	$4K	Buy	+34	New	+$4.33K	﹤0.01%	426
2018 Q2	–	Sell	-13	Closed	-$2K	–	685
2018 Q1	$2K	Buy	+13	New	+$1.96K	﹤0.01%	490

Other funds holding SBNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Signature Bank (SBNY) in Q2 2020, closing a stake of 32 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SBNY in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 323 funds tracked by Wall St. Rank hold SBNY as of Q2 2020.

Lenox Wealth Advisors reported no remaining Signature Bank position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 32 Signature Bank shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Signature Bank in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's Signature Bank position peaked at $4K in Q1 2019.
323 funds tracked by Wall St. Rank held Signature Bank as of Q2 2020.

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