Lenox Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Lenox Wealth Management’s Portfolio SI Stock Details SI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$13K	Buy	225 +51	+29%	+$2.95K	﹤0.01%	407
2020 Q1	$7K	Sell	174 -183	-51%	-$7.36K	﹤0.01%	447
2019 Q4	$23K	Hold	357	–	–	0.01%	349
2019 Q3	$19K	Sell	357 -12	-3%	-$639	0.01%	374
2019 Q2	$22K	Buy	369 +297	+413%	+$17.7K	0.01%	339
2019 Q1	$4K	Sell	72 -235	-77%	-$13.1K	﹤0.01%	556
2018 Q4	$17K	Sell	307 -141	-31%	-$7.81K	0.01%	323
2018 Q3	$29K	Buy	448 +201	+81%	+$13K	0.01%	274
2018 Q2	$16K	Buy	+247	New	+$16K	0.01%	326

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Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Cohen Klingenstein New York $3.09B AUM 21.39% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $776M AUM 26.17% 1-Year Est. Return