LWM
SNDK

Lenox Wealth Management’s SANDISK CORP SNDK Stock Holding History

Lenox Wealth Management’s Portfolio SNDK Stock Details SNDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-895
Closed -$68K – 252
2016
Q1 		$68K Sell
895
-293
-25% -$21.1K 0.05% 88
2015
Q4 		$90K Sell
1,188
-401
-25% -$29.4K 0.07% 73
2015
Q3 		$86K Buy
1,589
+465
+41% +$25.7K 0.07% 59
2015
Q2 		$65K Sell
1,124
-29
-3% -$1.94K 0.05% 71
2015
Q1 		$73K Sell
1,153
-88
-7% -$7.15K 0.05% 72
2014
Q4 		$121K Sell
1,241
-26
-2% -$2.49K 0.08% 56
2014
Q3 		$124K Sell
1,267
-31
-2% -$3.03K 0.08% 59
2014
Q2 		$136K Sell
1,298
-150
-10% -$13.6K 0.09% 56
2014
Q1 		$118K Sell
1,448
-111
-7% -$8.19K 0.06% 73
2013
Q4 		$110K Buy
+1,559
New +$105K 0.07% 75

Other funds holding SNDK

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Lenox Wealth Management's SNDK Position: Q2 2016 in Review

Lenox Wealth Management sold out of SANDISK CORP (SNDK) in Q2 2016, closing a stake of 895 shares — an estimated $68K sold.

Lenox Wealth Management first reported a position in SNDK in Q4 2013 and held it in 10 quarters. The position peaked at $136K in Q2 2014. 1 fund tracked by Wall St. Rank holds SNDK as of Q2 2016.

  • Lenox Wealth Management reported no remaining SANDISK CORP position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 895 SANDISK CORP shares in Q2 2016, an estimated $68K.
  • Lenox Wealth Management first reported a position in SANDISK CORP in Q4 2013 and held it in 10 quarters.
  • Lenox Wealth Management's SANDISK CORP position peaked at $136K in Q2 2014.
  • 1 fund tracked by Wall St. Rank held SANDISK CORP as of Q2 2016.

Based on Lenox Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.