LWM
PUB

Lenox Wealth Management’s PUBLICIS SA ADS (1 ADS = 1C0M) PUB Stock Holding History

Lenox Wealth Management’s Portfolio PUB Stock Details PUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-516
Closed -$6K – 762
2019
Q3 		$6K Buy
+516
New +$6K ﹤0.01% 525
2019
Q1 		– Sell
-67
Closed -$2K – 729
2018
Q4 		$2K Buy
+67
New +$2K ﹤0.01% 584

Other funds holding PUB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Lenox Wealth Management's PUB Position: Q4 2019 in Review

Lenox Wealth Management sold out of PUBLICIS SA ADS (1 ADS = 1C0M) (PUB) in Q4 2019, closing a stake of 516 shares — an estimated $6K sold.

Lenox Wealth Management first reported a position in PUB in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 4 funds tracked by Wall St. Rank hold PUB as of Q4 2019.

  • Lenox Wealth Management reported no remaining PUBLICIS SA ADS (1 ADS = 1C0M) position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 516 PUBLICIS SA ADS (1 ADS = 1C0M) shares in Q4 2019, an estimated $6K.
  • Lenox Wealth Management first reported a position in PUBLICIS SA ADS (1 ADS = 1C0M) in Q4 2018 and held it in 2 quarters.
  • Lenox Wealth Management's PUBLICIS SA ADS (1 ADS = 1C0M) position peaked at $6K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held PUBLICIS SA ADS (1 ADS = 1C0M) as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.