LWM
E icon

Lenox Wealth Management’s ENI E Stock Holding History

Lenox Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-41
Closed -$1K – 704
2019
Q2 		$1K Buy
+41
New +$1.35K ﹤0.01% 642
2018
Q4 		– Sell
-231
Closed -$3K – 650
2018
Q3 		$3K Buy
+231
New +$8.71K ﹤0.01% 549

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lenox Wealth Management sold out of ENI (E) in Q3 2019, closing a stake of 41 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in E in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 150 funds tracked by Wall St. Rank hold E as of Q3 2019.

  • Lenox Wealth Management reported no remaining ENI position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 41 ENI shares in Q3 2019, an estimated $1K.
  • Lenox Wealth Management first reported a position in ENI in Q3 2018 and held it in 2 quarters.
  • Lenox Wealth Management's ENI position peaked at $3K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held ENI as of Q3 2019.

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