Lenox Wealth Management’s Commercial Metals CMC Stock Holding History

Lenox Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-18,686	Closed	-$324K	–	712
2019 Q3	$324K	Buy	18,686 +32	+0.2%	+$547	0.09%	106
2019 Q2	$332K	Buy	18,654 +221	+1%	+$3.61K	0.1%	100
2019 Q1	$315K	Buy	+18,433	New	+$304K	0.1%	102
2018 Q4	–	Sell	-33	Closed	-$2K	–	645
2018 Q3	$2K	Sell	33 -18,174	-100%	-$391K	﹤0.01%	574
2018 Q2	$384K	Buy	+18,207	New	+$406K	0.12%	101

Other funds holding CMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Management's CMC Position: Q4 2019 in Review

Lenox Wealth Management sold out of Commercial Metals (CMC) in Q4 2019, closing a stake of 18,686 shares — an estimated $324K sold.

Lenox Wealth Management first reported a position in CMC in Q2 2018 and held it in 5 quarters. The position peaked at $384K in Q2 2018. 264 funds tracked by Wall St. Rank hold CMC as of Q4 2019.

Lenox Wealth Management reported no remaining Commercial Metals position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 18,686 Commercial Metals shares in Q4 2019, an estimated $324K.
Lenox Wealth Management first reported a position in Commercial Metals in Q2 2018 and held it in 5 quarters.
Lenox Wealth Management's Commercial Metals position peaked at $384K in Q2 2018.
264 funds tracked by Wall St. Rank held Commercial Metals as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.