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Lenox Wealth Management’s Pembina Pipeline PBA Stock Holding History

Lenox Wealth Management’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$9K Buy
362
+278
+331% +$6.43K ﹤0.01% 449
2020
Q1 		$1K Buy
+84
New +$2.76K ﹤0.01% 670
2019
Q4 		– Sell
-60
Closed -$2K – 734
2019
Q3 		$2K Buy
+60
New +$2.22K ﹤0.01% 632

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Lenox Wealth Management increased its Pembina Pipeline (PBA) stake by 331% in Q2 2020, buying an estimated $6.43K and bringing the position to 362 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Lenox Wealth Management first reported a position in PBA in Q3 2019 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold PBA as of Q2 2020.

  • Lenox Wealth Management held 362 shares of Pembina Pipeline worth $9K as of Q2 2020.
  • Lenox Wealth Management bought 278 Pembina Pipeline shares in Q2 2020, an estimated $6.43K.
  • Pembina Pipeline made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #449 holding.
  • Lenox Wealth Management first reported a position in Pembina Pipeline in Q3 2019 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2020.

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