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Lenox Wealth Advisors’s Smith & Nephew SNN Stock Holding History

Lenox Wealth Advisors’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-111
Closed -$4K – 560
2019
Q1 		$4K Buy
+111
New +$4.27K ﹤0.01% 414

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Smith & Nephew (SNN) in Q2 2019, closing a stake of 111 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SNN in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 228 funds tracked by Wall St. Rank hold SNN as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining Smith & Nephew position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 111 Smith & Nephew shares in Q2 2019, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Smith & Nephew in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Smith & Nephew position peaked at $4K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2019.

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