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Lenox Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

Lenox Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-800
Closed -$25K – 499
2017
Q2 		$25K Buy
+800
New +$24.8K 0.01% 284

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Aberdeen Group
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TCM
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Renaissance Technologies
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's SHEN Position: Q3 2017 in Review

Lenox Wealth Management sold out of Shenandoah Telecom (SHEN) in Q3 2017, closing a stake of 800 shares — an estimated $25K sold.

Lenox Wealth Management first reported a position in SHEN in Q2 2017 and held it in 1 quarter. The position peaked at $25K in Q2 2017. 116 funds tracked by Wall St. Rank hold SHEN as of Q3 2017.

  • Lenox Wealth Management reported no remaining Shenandoah Telecom position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 800 Shenandoah Telecom shares in Q3 2017, an estimated $25K.
  • Lenox Wealth Management first reported a position in Shenandoah Telecom in Q2 2017 and held it in 1 quarter.
  • Lenox Wealth Management's Shenandoah Telecom position peaked at $25K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.