Lenox Wealth Management’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3K	Hold	214	–	–	﹤0.01%	609
2020 Q1	$3K	Sell	214 -537	-72%	-$9.74K	﹤0.01%	577
2019 Q4	$15K	Buy	751 +145	+24%	+$2.92K	﹤0.01%	387
2019 Q3	$11K	Buy	606 +301	+99%	+$5.93K	﹤0.01%	439
2019 Q2	$6K	Hold	305	–	–	﹤0.01%	503
2019 Q1	$6K	Sell	305 -12	-4%	-$243	﹤0.01%	505
2018 Q4	$13K	Sell	317 -3,502	-92%	-$65.7K	﹤0.01%	355
2018 Q3	$187K	Buy	+3,819	New	+$77.2K	0.06%	152

Other funds holding SJR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Lenox Wealth Management held its Shaw Communications Inc. (SJR) position steady in Q2 2020 at 214 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Lenox Wealth Management first reported a position in SJR in Q3 2018 and has held it in 8 quarters since. The position peaked at $187K in Q3 2018. 188 funds tracked by Wall St. Rank hold SJR as of Q2 2020.

Lenox Wealth Management held 214 shares of Shaw Communications Inc. worth $3K as of Q2 2020.
Lenox Wealth Management left its Shaw Communications Inc. share count unchanged in Q2 2020.
Shaw Communications Inc. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #609 holding.
Lenox Wealth Management first reported a position in Shaw Communications Inc. in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Shaw Communications Inc. position peaked at $187K in Q3 2018.
188 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2020.

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