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Lenox Wealth Management’s Canadian Solar CSIQ Stock Holding History

Lenox Wealth Management’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$4K – 703
2019
Q2 		$4K Buy
+200
New +$3.96K ﹤0.01% 530
2016
Q1 		– Sell
-43
Closed -$1K – 244
2015
Q4 		$1K Buy
+43
New +$991 ﹤0.01% 230

Other funds holding CSIQ

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lenox Wealth Management's CSIQ Position: Q3 2019 in Review

Lenox Wealth Management sold out of Canadian Solar (CSIQ) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in CSIQ in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 133 funds tracked by Wall St. Rank hold CSIQ as of Q3 2019.

  • Lenox Wealth Management reported no remaining Canadian Solar position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 200 Canadian Solar shares in Q3 2019, an estimated $4K.
  • Lenox Wealth Management first reported a position in Canadian Solar in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Management's Canadian Solar position peaked at $4K in Q2 2019.
  • 133 funds tracked by Wall St. Rank held Canadian Solar as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.