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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Lenox Wealth Advisors's SJR Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Shaw Communications Inc. (SJR) in Q4 2020, closing a stake of 139 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SJR in Q4 2017 and held it in 12 quarters. The position peaked at $70K in Q1 2018. 201 funds tracked by Wall St. Rank hold SJR as of Q4 2020.

Lenox Wealth Advisors reported no remaining Shaw Communications Inc. position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 139 Shaw Communications Inc. shares in Q4 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Shaw Communications Inc. in Q4 2017 and held it in 12 quarters.
Lenox Wealth Advisors's Shaw Communications Inc. position peaked at $70K in Q1 2018.
201 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.