LWM
UPM

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

SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.55B AUM 52.25% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Lenox Wealth Management sold out of UPM-KYMMRME ADR (REPR ORD SHS) (UPM) in Q2 2019, closing a stake of 31 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in UPM in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 13 funds tracked by Wall St. Rank hold UPM as of Q2 2019.

  • Lenox Wealth Management reported no remaining UPM-KYMMRME ADR (REPR ORD SHS) position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 31 UPM-KYMMRME ADR (REPR ORD SHS) shares in Q2 2019, an estimated $1K.
  • Lenox Wealth Management first reported a position in UPM-KYMMRME ADR (REPR ORD SHS) in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's UPM-KYMMRME ADR (REPR ORD SHS) position peaked at $1K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held UPM-KYMMRME ADR (REPR ORD SHS) as of Q2 2019.

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