LWM
SHI

Lenox Wealth Management’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History

Lenox Wealth Management’s Portfolio SHI Stock Details SHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14,144
Closed -$675K – 722
2019
Q1 		$675K Buy
14,144
+13,839
+4,537% +$671K 0.21% 77
2018
Q4 		$6K Sell
305
-206
-40% -$9.64K ﹤0.01% 454
2018
Q3 		$10K Buy
+511
New +$30.2K ﹤0.01% 417

Other funds holding SHI

RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lenox Wealth Management's SHI Position: Q2 2019 in Review

Lenox Wealth Management sold out of Sinopec Shanghai Petrochemical Co., Ltd. (SHI) in Q2 2019, closing a stake of 14,144 shares — an estimated $675K sold.

Lenox Wealth Management first reported a position in SHI in Q3 2018 and held it in 3 quarters. The position peaked at $675K in Q1 2019. 62 funds tracked by Wall St. Rank hold SHI as of Q2 2019.

  • Lenox Wealth Management reported no remaining Sinopec Shanghai Petrochemical Co., Ltd. position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 14,144 Sinopec Shanghai Petrochemical Co., Ltd. shares in Q2 2019, an estimated $675K.
  • Lenox Wealth Management first reported a position in Sinopec Shanghai Petrochemical Co., Ltd. in Q3 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Sinopec Shanghai Petrochemical Co., Ltd. position peaked at $675K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held Sinopec Shanghai Petrochemical Co., Ltd. as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.