Lenox Wealth Advisors’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-139	Closed	-$3K	–	694
2020 Q3	$3K	Hold	139	–	–	﹤0.01%	499
2020 Q2	$2K	Hold	139	–	–	﹤0.01%	539
2020 Q1	$2K	Hold	139	–	–	﹤0.01%	635
2019 Q4	$3K	Hold	139	–	–	﹤0.01%	571
2019 Q3	$3K	Hold	139	–	–	﹤0.01%	473
2019 Q2	$3K	Hold	139	–	–	﹤0.01%	352
2019 Q1	$3K	Hold	139	–	–	﹤0.01%	494
2018 Q4	$3K	Hold	139	–	–	﹤0.01%	328
2018 Q3	$3K	Sell	139 -1,297	-90%	-$26.2K	﹤0.01%	349
2018 Q2	$29K	Sell	1,436 -2,213	-61%	-$45.2K	0.01%	202
2018 Q1	$70K	Buy	3,649 +3,096	+560%	+$63.5K	0.02%	136
2017 Q4	$13K	Buy	+553	New	+$12.5K	﹤0.01%	159

Other funds holding SJR

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return