LWM
EON

Lenox Wealth Management’s E.ON AG ADS (REPTG 1/3 ORD SHS) EON Stock Holding History

Lenox Wealth Management’s Portfolio EON Stock Details EON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$3K Sell
305
-289
-49% -$2.84K ﹤0.01% 615
2020
Q1 		$6K Buy
+594
New +$6K ﹤0.01% 478

Other funds holding EON

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Lenox Wealth Management reduced its E.ON AG ADS (REPTG 1/3 ORD SHS) (EON) stake by 49% in Q2 2020, selling an estimated $2.84K and leaving 305 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Lenox Wealth Management first reported a position in EON in Q1 2020 and has held it in 2 quarters since. The position peaked at $6K in Q1 2020. 7 funds tracked by Wall St. Rank hold EON as of Q2 2020.

  • Lenox Wealth Management held 305 shares of E.ON AG ADS (REPTG 1/3 ORD SHS) worth $3K as of Q2 2020.
  • Lenox Wealth Management sold 289 E.ON AG ADS (REPTG 1/3 ORD SHS) shares in Q2 2020, an estimated $2.84K.
  • E.ON AG ADS (REPTG 1/3 ORD SHS) made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #615 holding.
  • Lenox Wealth Management first reported a position in E.ON AG ADS (REPTG 1/3 ORD SHS) in Q1 2020 and has held it in 2 quarters since.
  • Lenox Wealth Management's E.ON AG ADS (REPTG 1/3 ORD SHS) position peaked at $6K in Q1 2020.
  • 7 funds tracked by Wall St. Rank held E.ON AG ADS (REPTG 1/3 ORD SHS) as of Q2 2020.

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