$148 Million is the total value of Lenox Wealth Management, Inc.'s 161 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Buy | PROCTER & GAMBLE | $44,793,000 | +11.4% | 534,906 | +4.5% | 30.36% | +9.8% |
| Sell | BERKSHIRE HATHAWAY B NEW CLASS B | $41,204,000 | +7.0% | 298,275 | -2.0% | 27.93% | +5.5% | |
| SNI | Sell | SCRIPPS NTWK INTERACTIV CLASS A | $23,167,000 | -4.1% | 296,670 | -0.4% | 15.70% | -5.5% |
| GLD | Buy | SPDR GOLD TRUST SPDR GOLD SHARES | $13,732,000 | -8.8% | 118,162 | +0.5% | 9.31% | -10.0% |
| SSP | Sell | SCRIPPS E W CO CL A NEW CLASS Acl a new | $4,931,000 | -29.9% | 302,339 | -9.0% | 3.34% | -30.9% |
| SDY | Sell | SPDR S&P DIVIDEND ETFs&p divid etf | $2,833,000 | -9.1% | 37,810 | -7.1% | 1.92% | -10.4% |
| Sell | APPLE INC | $1,672,000 | +0.7% | 16,600 | -7.1% | 1.13% | -0.8% | |
| GE | Buy | GENERAL ELECTRIC COMPANY | $594,000 | -2.5% | 23,178 | +0.1% | 0.40% | -3.8% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $545,000 | +0.9% | 7,715 | -1.0% | 0.37% | -0.5% |
| EMC | Sell | E M C CORP MASS | $517,000 | +7.5% | 17,681 | -3.1% | 0.35% | +5.7% |
| QCOM | Buy | QUALCOMM INC | $453,000 | +0.7% | 6,053 | +6.4% | 0.31% | -0.6% |
| CTSH | Buy | COGNIZANT TECH SOL CL Acl a | $380,000 | -3.3% | 8,483 | +5.6% | 0.26% | -4.4% |
| WFC | Sell | WELLS FARGO & CO NEW | $338,000 | -3.4% | 6,523 | -2.0% | 0.23% | -5.0% |
| USB | Sell | U S BANCORP DEL NEW | $336,000 | -4.0% | 8,034 | -0.7% | 0.23% | -5.4% |
| MSI | MOTOROLA SOLUTIONS INC | $312,000 | -4.9% | 4,927 | 0.0% | 0.21% | -6.2% | |
| CVX | Sell | CHEVRON CORPORATION | $301,000 | -9.9% | 2,524 | -1.3% | 0.20% | -11.3% |
| GOOGL | GOOGLE INC CLASS Acl a | $299,000 | 0.0% | 511 | 0.0% | 0.20% | -1.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $290,000 | +2.5% | 4,812 | -2.1% | 0.20% | +1.0% |
| MSFT | Sell | MICROSOFT CORP | $286,000 | +10.0% | 6,159 | -1.1% | 0.19% | +8.4% |
| MTB | Sell | M & T BANK CORPORATION | $283,000 | -3.4% | 2,299 | -2.6% | 0.19% | -4.5% |
| SRCL | Sell | STERICYCLE INC | $276,000 | -2.5% | 2,372 | -0.8% | 0.19% | -4.1% |
| AOL | AOL INC | $272,000 | +12.9% | 6,055 | 0.0% | 0.18% | +10.8% | |
| ABC | Sell | AMERISOURCEBERGEN CORP | $264,000 | +1.1% | 3,416 | -5.1% | 0.18% | 0.0% |
| PRGO | Sell | PERRIGO CO PLC F US SHARES | $258,000 | +1.2% | 1,718 | -1.7% | 0.18% | 0.0% |
| SLB | Sell | SCHLUMBERGER LTD F | $248,000 | -15.9% | 2,443 | -2.4% | 0.17% | -17.2% |
| COH | Buy | COACH INC | $248,000 | +14.8% | 6,961 | +10.3% | 0.17% | +13.5% |
| VAR | Sell | VARIAN MEDICAL SYSTEMS | $231,000 | -5.7% | 2,888 | -1.9% | 0.16% | -6.5% |
| VRSK | Sell | VERISK ANALYTICS INC CLA CLASS Acl a | $222,000 | -0.4% | 3,650 | -1.6% | 0.15% | -2.0% |
| ORCL | Sell | ORACLE CORPORATION | $219,000 | -6.8% | 5,711 | -1.3% | 0.15% | -8.6% |
| V | Buy | VISA INC CL A CLASS A | $213,000 | +1.4% | 997 | +0.2% | 0.14% | 0.0% |
| SJM | Buy | J M SMUCKER CO NEW | $209,000 | -7.1% | 2,114 | +0.1% | 0.14% | -8.4% |
| HES | Sell | HESS CORPORATION | $207,000 | -7.2% | 2,192 | -3.0% | 0.14% | -8.5% |
| CMI | Sell | CUMMINS INC | $200,000 | -16.0% | 1,517 | -1.6% | 0.14% | -17.1% |
| PCLN | PRICELINE.COM INC NEW | $197,000 | 0.0% | 164 | 0.0% | 0.13% | -0.7% | |
| INTC | Sell | INTEL CORP | $185,000 | -3.6% | 5,305 | -14.4% | 0.12% | -5.3% |
| XOM | Buy | EXXON MOBIL CORPORATION | $185,000 | +9.5% | 1,969 | +17.2% | 0.12% | +7.8% |
| NOV | Sell | NATIONAL OILWELL VARCO | $181,000 | -9.5% | 2,372 | -2.1% | 0.12% | -10.2% |
| COP | Sell | CONOCOPHILLIPS | $180,000 | -10.9% | 2,357 | -0.0% | 0.12% | -12.2% |
| B108PS | Buy | ACTAVIS PLC F | $179,000 | +8.5% | 743 | +0.7% | 0.12% | +7.1% |
| WMT | Sell | WAL-MART STORES INC | $177,000 | -0.6% | 2,316 | -2.1% | 0.12% | -1.6% |
| DOV | Sell | DOVER CORPORATION | $174,000 | -13.4% | 2,166 | -2.1% | 0.12% | -14.5% |
| Sell | AMERICAN EXPRESS COMPANY | $165,000 | -8.8% | 1,886 | -1.4% | 0.11% | -9.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $164,000 | -10.9% | 1,751 | -2.2% | 0.11% | -11.9% |
| Sell | BAXTER INTERNATIONAL INC | $161,000 | -3.0% | 2,244 | -2.3% | 0.11% | -4.4% | |
| HON | Sell | HONEYWELL INTERNATIONAL | $159,000 | -2.5% | 1,709 | -2.4% | 0.11% | -3.6% |
| HAL | Sell | HALLIBURTON CO HLDG CO | $160,000 | -12.1% | 2,484 | -2.8% | 0.11% | -13.6% |
| KEY | KEYCORP INC NEW | $147,000 | -7.0% | 11,001 | 0.0% | 0.10% | -8.3% | |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $141,000 | -10.8% | 1,336 | -2.3% | 0.10% | -11.9% |
| CSCO | Sell | CISCO SYSTEMS INC | $142,000 | 0.0% | 5,647 | -0.8% | 0.10% | -2.0% |
| A309PS | Buy | DIRECTV | $142,000 | +7.6% | 1,642 | +5.7% | 0.10% | +5.5% |
| CBS | CBS CORPORATION CL B NEWcl b | $140,000 | 0.0% | 2,253 | 0.0% | 0.10% | -1.0% | |
| VYM | Sell | VANGUARD WHITEHALL FUNDS HIGH DIVIDEND YIELDhigh div yld | $138,000 | -12.1% | 2,079 | -12.3% | 0.09% | -13.0% |
| Sell | ALLSTATE CORPORATION | $137,000 | +0.7% | 2,234 | -3.4% | 0.09% | 0.0% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $135,000 | -8.8% | 1,403 | -2.6% | 0.09% | -9.8% |
| MMM | Buy | 3M COMPANY | $135,000 | +17.4% | 951 | +18.1% | 0.09% | +16.5% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $128,000 | +6.7% | 699 | -2.5% | 0.09% | +6.1% |
| Sell | BORG WARNER INC | $126,000 | -21.2% | 2,399 | -2.2% | 0.08% | -22.7% | |
| Sell | AMERICAN INTL GROUP NEW | $125,000 | -4.6% | 2,323 | -3.0% | 0.08% | -5.6% | |
| SNDK | Sell | SANDISK CORP | $124,000 | -8.8% | 1,267 | -2.4% | 0.08% | -9.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $121,000 | -3.2% | 1,454 | -1.6% | 0.08% | -4.7% |
| Sell | APACHE CORP | $116,000 | -9.4% | 1,236 | -3.2% | 0.08% | -10.2% | |
| PEG | Sell | PUB SVC ENT GROUP INC | $113,000 | -11.0% | 3,029 | -2.7% | 0.08% | -11.5% |
| A | Sell | AGILENT TECHNOLOGIES INC | $108,000 | -2.7% | 1,887 | -2.4% | 0.07% | -3.9% |
| DE | Sell | DEERE & CO | $108,000 | -11.5% | 1,316 | -2.7% | 0.07% | -13.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $98,000 | +7.7% | 923 | +5.7% | 0.07% | +4.8% |
| Sell | BOEING CO | $96,000 | -2.0% | 755 | -1.9% | 0.06% | -3.0% | |
| Sell | ABBOTT LABORATORIES | $94,000 | -2.1% | 2,269 | -3.1% | 0.06% | -3.0% | |
| SLV | ISHARES SILVER TRUST INDEX FUNDishares | $91,000 | -19.5% | 5,565 | 0.0% | 0.06% | -20.5% | |
| RY | ROYAL BK CDA MONTREAL F | $91,000 | 0.0% | 1,270 | 0.0% | 0.06% | -1.6% | |
| EBAY | Buy | EBAY INC | $88,000 | +37.5% | 1,560 | +21.3% | 0.06% | +36.4% |
| GILD | GILEAD SCIENCES INC | $87,000 | +29.9% | 814 | 0.0% | 0.06% | +28.3% | |
| KO | COCA COLA COMPANY | $78,000 | 0.0% | 1,836 | 0.0% | 0.05% | -1.9% | |
| TWX | Sell | TIME WARNER CABLE | $76,000 | -57.1% | 533 | -55.7% | 0.05% | -57.4% |
| SPLS | STAPLES INC | $73,000 | +12.3% | 6,001 | 0.0% | 0.05% | +8.9% | |
| SPY | Buy | S P D R S&P 500 ETF TR EXPIRING 01/22/2118tr unit | $70,000 | +2.9% | 355 | +2.3% | 0.05% | 0.0% |
| FITB | Buy | FIFTH THIRD BANCORP | $67,000 | +9.8% | 3,358 | +18.0% | 0.04% | +7.1% |
| CINF | CINCINNATI FINANCIAL CP | $67,000 | -2.9% | 1,431 | 0.0% | 0.04% | -4.3% | |
| T | Buy | A T & T INC NEW | $60,000 | +3.4% | 1,689 | +2.3% | 0.04% | +2.5% |
| SCHW | THE CHARLES SCHWAB CORP | $56,000 | +9.8% | 1,895 | 0.0% | 0.04% | +8.6% | |
| V107SC | WELLPOINT INC | $55,000 | +12.2% | 458 | 0.0% | 0.04% | +8.8% | |
| DIS | DISNEY WALT CO | $50,000 | +2.0% | 566 | 0.0% | 0.03% | 0.0% | |
| PRK | PARK NATIONAL CORP | $49,000 | -2.0% | 648 | 0.0% | 0.03% | -2.9% | |
| CONE | CYRUSONE INC | $48,000 | -4.0% | 2,000 | 0.0% | 0.03% | -2.9% | |
| CSGP | COSTAR GROUP INC | $47,000 | 0.0% | 300 | 0.0% | 0.03% | 0.0% | |
| LABL | MULTI COLOR CORP | $45,000 | +12.5% | 1,000 | 0.0% | 0.03% | +14.8% | |
| BANK OF AMERICA CORP | $44,000 | +10.0% | 2,590 | 0.0% | 0.03% | +11.1% | ||
| SE | Buy | SPECTRA ENERGY CORP | $41,000 | -4.7% | 1,051 | +3.9% | 0.03% | -6.7% |
| KSU | KANSAS CITY SOUTHERN | $42,000 | +10.5% | 350 | 0.0% | 0.03% | +7.7% | |
| FB | Buy | FACEBOOK INC CLASS Acl a | $38,000 | +111.1% | 481 | +76.2% | 0.03% | +116.7% |
| FFC | New | FLAHERTY & CRUMRINE PFD SEC INCOME FUND | $38,000 | – | 1,950 | +100.0% | 0.03% | – |
| DOW | DOW CHEMICAL COMPANY | $39,000 | 0.0% | 750 | 0.0% | 0.03% | -3.7% | |
| F | FORD MOTOR COMPANY NEW | $37,000 | -14.0% | 2,517 | 0.0% | 0.02% | -16.7% | |
| PFE | Buy | PFIZER INCORPORATED | $35,000 | +6.1% | 1,168 | +3.8% | 0.02% | +4.3% |
| AON | A O N PLC F CLASS A | $33,000 | -2.9% | 374 | 0.0% | 0.02% | -4.3% | |
| TGT | Buy | TARGET CORPORATION | $31,000 | +19.2% | 490 | +8.9% | 0.02% | +16.7% |
| MRK | Buy | MERCK & CO INC NEW | $31,000 | +10.7% | 523 | +9.2% | 0.02% | +10.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $28,000 | +7.7% | 370 | +7.6% | 0.02% | +5.6% |
| DD | DU PONT E I DE NEMOUR&CO | $27,000 | +8.0% | 377 | 0.0% | 0.02% | +5.9% | |
| NBH | NEUBERGER BERMAN INTER MUNI FD INC | $26,000 | -3.7% | 1,750 | 0.0% | 0.02% | -5.3% | |
| MPC | MARATHON PETE CORP | $26,000 | +8.3% | 307 | 0.0% | 0.02% | +12.5% | |
| MCD | Buy | MC DONALDS CORP | $25,000 | +4.2% | 261 | +11.1% | 0.02% | +6.2% |
| VZ | Sell | VERIZON COMMUNICATIONS | $25,000 | 0.0% | 497 | -1.8% | 0.02% | 0.0% |
| MRO | MARATHON OIL CORP | $23,000 | -8.0% | 614 | 0.0% | 0.02% | -5.9% | |
| C | CITIGROUP INC NEW | $24,000 | +9.1% | 459 | 0.0% | 0.02% | +6.7% | |
| SBUX | STARBUCKS CORP | $22,000 | -4.3% | 297 | 0.0% | 0.02% | -6.2% | |
| NKE | NIKE INC CLASS Bcl b | $22,000 | +15.8% | 249 | 0.0% | 0.02% | +15.4% | |
| FLO | FLOWERS FOODS INC | $21,000 | -12.5% | 1,122 | 0.0% | 0.01% | -12.5% | |
| BEN | FRANKLIN RESOURCES INC | $21,000 | -8.7% | 390 | 0.0% | 0.01% | -12.5% | |
| WAG | WALGREEN COMPANY | $20,000 | -20.0% | 338 | 0.0% | 0.01% | -17.6% | |
| JPMWS | JPMORGAN CHASE 18 WTS WARRANTS EXP 10/28/18w exp 10/28/201 | $20,000 | +5.3% | 1,000 | 0.0% | 0.01% | +7.7% | |
| QQQ | Buy | POWERSHS QQQ TRUST SER 1unit ser 1 | $21,000 | +75.0% | 217 | +69.5% | 0.01% | +75.0% |
| CNQ | CANADIAN NATURAL RES F | $19,000 | -17.4% | 500 | 0.0% | 0.01% | -18.8% | |
| UNP | UNION PACIFIC CORP | $19,000 | +5.6% | 176 | 0.0% | 0.01% | +8.3% | |
| HD | HOME DEPOT INC | $17,000 | +13.3% | 180 | 0.0% | 0.01% | +20.0% | |
| CSX | C S X CORP | $18,000 | +5.9% | 560 | 0.0% | 0.01% | 0.0% | |
| PEP | PEPSICO INCORPORATED | $15,000 | +7.1% | 161 | 0.0% | 0.01% | 0.0% | |
| BARRICK GOLD CORP F | $15,000 | -16.7% | 1,000 | 0.0% | 0.01% | -16.7% | ||
| MON | MONSANTO CO NEW DEL | $13,000 | -7.1% | 115 | 0.0% | 0.01% | -10.0% | |
| CBB | Buy | CINCINNATI BELL INC | $13,000 | +160.0% | 3,820 | +193.8% | 0.01% | +200.0% |
| AMAZON COM INC | $13,000 | 0.0% | 41 | 0.0% | 0.01% | 0.0% | ||
| RIO | RIO TINTO PLC SPON ADR F SPONSORED ADR 1 ADR REPS 1 ORDsponsored adr | $13,000 | -13.3% | 268 | 0.0% | 0.01% | -10.0% | |
| JCPNQ | Sell | PENNEY J C CO INC | $12,000 | +9.1% | 1,217 | -2.4% | 0.01% | 0.0% |
| MS | Buy | MORGAN STANLEY | $12,000 | +9.1% | 343 | +0.3% | 0.01% | 0.0% |
| FSLR | Sell | FIRST SOLAR INC | $12,000 | -40.0% | 175 | -36.4% | 0.01% | -42.9% |
| MO | ALTRIA GROUP INC | $11,000 | +10.0% | 250 | 0.0% | 0.01% | 0.0% | |
| KSS | Sell | KOHLS CORP | $11,000 | -15.4% | 186 | -27.1% | 0.01% | -22.2% |
| LXRX | LEXICON PHARMACEUTICALS | $10,000 | -16.7% | 7,245 | 0.0% | 0.01% | -12.5% | |
| EXPD | EXPEDITORS INTL WASH | $9,000 | -10.0% | 229 | 0.0% | 0.01% | -14.3% | |
| TWTR | TWITTER INC | $9,000 | +28.6% | 176 | 0.0% | 0.01% | +20.0% | |
| TUMI | TUMI HOLDINGS INC | $9,000 | 0.0% | 433 | 0.0% | 0.01% | 0.0% | |
| TXN | TEXAS INSTRUMENTS INC | $8,000 | 0.0% | 175 | 0.0% | 0.01% | 0.0% | |
| CMCSA | COMCAST CORP NEW CL Acl a | $8,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| DGX | QUEST DIAGNOSTIC INC | $7,000 | +16.7% | 108 | 0.0% | 0.01% | +25.0% | |
| CMG | CHIPOTLE MEXICAN GRILL | $7,000 | 0.0% | 11 | 0.0% | 0.01% | 0.0% | |
| KKD | KRISPY KREME DOUGHNUT CP | $7,000 | +16.7% | 400 | 0.0% | 0.01% | +25.0% | |
| PSX | PHILLIPS 66 | $7,000 | +16.7% | 80 | 0.0% | 0.01% | +25.0% | |
| IMAX | IMAX CORP F | $8,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INC | $6,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| MOS | MOSAIC CO NEW | $6,000 | -14.3% | 143 | 0.0% | 0.00% | -20.0% | |
| SOCL | GLOBAL X SOCIAL MEDIA FD SOCIAL MEDIA INDEX ETFsocial med etf | $4,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% | |
| CCJ | CAMECO CORP F | $5,000 | -16.7% | 308 | 0.0% | 0.00% | -25.0% | |
| TM | TOYOTA MOTOR CP ADR NEWF SPONSORED ADR 1 ADR REP 2 ORD | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CFR | CULLEN/FROST 5.375% PFD PFD SER A DUE 02/12/99 | $5,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% | |
| ANNALY CAPITAL MGMT REIT | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | ||
| ALLEGHANY CORP DEL | $3,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | ||
| IBM | INTL BUSINESS MACHINES | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| SINA | SINA CORPORATION Ford | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM! BRANDS INC | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| HSP | HOSPIRA | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AMERICAN APPAREL INC | $1,000 | 0.0% | 1,613 | 0.0% | 0.00% | 0.0% | ||
| CYTK | CYTOKINETICS INC NEW | $2,000 | -33.3% | 650 | 0.0% | 0.00% | -50.0% | |
| KR | KROGER COMPANY | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SHLDQ | SEARS HOLDINGS CORP | $0 | -100.0% | 15 | 0.0% | 0.00% | -100.0% | |
| POT | POTASH CORP SASK INC F | $0 | – | 6 | 0.0% | 0.00% | – | |
| MCPIQ | MOLYCORP INC | $0 | – | 170 | 0.0% | 0.00% | – | |
| PDS | PRECISION DRILLING CORPF | $0 | -100.0% | 42 | 0.0% | 0.00% | -100.0% | |
| Buy | BEST BUY INC | $0 | – | 0 | +100.0% | 0.00% | – | |
| TR | TOOTSIE ROLL INDS INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| CTAS | CINTAS CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
| BR | BROADRIDGE FINL SOLUTION | $0 | – | 10 | 0.0% | 0.00% | – | |
| BH | BIGLARI HOLDINGS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GA | Exit | GIANT INTERACTIVE ADR F SPONSORED ADR 1 ADR REPS 1 ORDadr | $0 | – | -1 | -100.0% | 0.00% | – |
| IEP | Exit | ICAHN ENTERPRISES LP DEP UNITdepositary unit | $0 | – | 0 | +100.0% | 0.00% | – |
| DVN | Exit | DEVON ENERGY CP NEW | $0 | – | -48 | -100.0% | -0.00% | – |
| PSA | Exit | PUBLIC STORAGE 6.5% PFD PFD | $0 | – | -200 | -100.0% | -0.00% | – |
| WPX | Exit | WPX ENERGY INC | $0 | – | -190 | -100.0% | -0.00% | – |
| UPLMQ | Exit | ULTRA PETROLEUM CORP F | $0 | – | -151 | -100.0% | -0.00% | – |
| CVS | Exit | C V S CAREMARK CORP | $0 | – | -100 | -100.0% | -0.01% | – |
| PFO | Exit | FLAHERTY & CRUMRINE PFD SEC INCOME FUND | $0 | – | -1,950 | -100.0% | -0.03% | – |
| FCX | Exit | FREEPORT MCMORAN COPPER | $0 | – | -3,620 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Procter & Gamble Co | 27 | Q2 2020 | 36.4% |
| SPDR GOLD TRUST SPDR GOLD SHARES | 27 | Q2 2020 | 10.3% |
| The E W Scripps Co | 27 | Q2 2020 | 6.0% |
| SPDR S&P DIVIDEND ETF | 27 | Q2 2020 | 2.5% |
| MICROSOFT CORP | 27 | Q2 2020 | 0.5% |
| QUALCOMM INC | 27 | Q2 2020 | 0.4% |
| GENERAL ELECTRIC COMPANY | 27 | Q2 2020 | 0.6% |
| J M SMUCKER CO NEW | 27 | Q2 2020 | 0.4% |
| ORACLE CORPORATION | 27 | Q2 2020 | 0.4% |
| WAL-MART STORES INC | 27 | Q2 2020 | 0.3% |
View Lenox Wealth Management, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FIRST FRANKLIN CORP | January 06, 2011 | 83,945 | 5.0% |
View Lenox Wealth Management, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-28 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-01-29 |
| 13F-HR | 2019-11-05 |
| 13F-HR | 2019-07-19 |
| 13F-HR | 2019-05-02 |
| 13F-HR | 2019-01-23 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-26 |
| 13F-HR | 2018-04-26 |
View Lenox Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.