Lenox Wealth Management’s Ecopetrol EC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$7K	Sell	650 -45	-6%	-$488	﹤0.01%	485
2020 Q1	$6K	Buy	695 +514	+284%	+$8.51K	﹤0.01%	460
2019 Q4	$4K	Buy	181 +62	+52%	+$1.14K	﹤0.01%	564
2019 Q3	$2K	Buy	+119	New	+$2.06K	﹤0.01%	624
2018 Q2	–	Sell	-108	Closed	-$2K	–	582
2018 Q1	$2K	Buy	+108	New	+$1.93K	﹤0.01%	441

Other funds holding EC

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Lenox Wealth Management reduced its Ecopetrol (EC) stake by 6.5% in Q2 2020, selling an estimated $488 and leaving 650 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Lenox Wealth Management first reported a position in EC in Q1 2018 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold EC as of Q2 2020.

Lenox Wealth Management held 650 shares of Ecopetrol worth $7K as of Q2 2020.
Lenox Wealth Management sold 45 Ecopetrol shares in Q2 2020, an estimated $488.
Ecopetrol made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #485 holding.
Lenox Wealth Management first reported a position in Ecopetrol in Q1 2018 and has held it in 5 quarters since.
133 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2020.

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