LWM
DT

Lenox Wealth Management’s DEUTSCHE TELEKOM AG ADS (1ORD) DT Stock Holding History

Lenox Wealth Management’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$9K Sell
595
-67
-10% -$1.01K ﹤0.01% 454
2020
Q1 		$8K Buy
662
+413
+166% +$4.99K ﹤0.01% 428
2019
Q4 		$4K Sell
249
-1,050
-81% -$16.9K ﹤0.01% 580
2019
Q3 		$21K Buy
1,299
+243
+23% +$3.93K 0.01% 358
2019
Q2 		$18K Hold
1,056
– – 0.01% 362
2019
Q1 		$18K Buy
1,056
+42
+4% +$716 0.01% 376
2018
Q4 		$17K Buy
1,014
+199
+24% +$3.34K 0.01% 324
2018
Q3 		$13K Buy
815
+298
+58% +$4.75K ﹤0.01% 383
2018
Q2 		$8K Buy
517
+8
+2% +$124 ﹤0.01% 397
2018
Q1 		$10K Buy
+509
New +$10K ﹤0.01% 360

Other funds holding DT

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Stonebridge Capital Management Los Angeles, California $220M AUM
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Lenox Wealth Management's DT Position: Q2 2020 in Review

Lenox Wealth Management reduced its DEUTSCHE TELEKOM AG ADS (1ORD) (DT) stake by 10% in Q2 2020, selling an estimated $1.01K and leaving 595 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Lenox Wealth Management first reported a position in DT in Q1 2018 and has held it in 10 quarters since. The position peaked at $21K in Q3 2019. 17 funds tracked by Wall St. Rank hold DT as of Q2 2020.

  • Lenox Wealth Management held 595 shares of DEUTSCHE TELEKOM AG ADS (1ORD) worth $9K as of Q2 2020.
  • Lenox Wealth Management sold 67 DEUTSCHE TELEKOM AG ADS (1ORD) shares in Q2 2020, an estimated $1.01K.
  • DEUTSCHE TELEKOM AG ADS (1ORD) made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #454 holding.
  • Lenox Wealth Management first reported a position in DEUTSCHE TELEKOM AG ADS (1ORD) in Q1 2018 and has held it in 10 quarters since.
  • Lenox Wealth Management's DEUTSCHE TELEKOM AG ADS (1ORD) position peaked at $21K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held DEUTSCHE TELEKOM AG ADS (1ORD) as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.