Lenox Wealth Management’s UPM-KYMMRME ADR (REPR ORD SHS) UPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-31	Closed	-$1K	–	734
2019 Q1	$1K	Buy	+31	New	+$1K	﹤0.01%	670

Other funds holding UPM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return