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Lenox Wealth Advisors’s iShares CMBS ETF CMBS Stock Holding History

Lenox Wealth Advisors’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10
Closed -$1K – 577
2020
Q2 		$1K Hold
10
– – ﹤0.01% 548
2020
Q1 		$1K Hold
10
– – ﹤0.01% 663
2019
Q4 		$1K Hold
10
– – ﹤0.01% 661
2019
Q3 		$1K Hold
10
– – ﹤0.01% 562
2019
Q2 		$1K Hold
10
– – ﹤0.01% 376
2019
Q1 		$1K Hold
10
– – ﹤0.01% 576
2018
Q4 		$1K Hold
10
– – ﹤0.01% 353
2018
Q3 		$0 Hold
10
– – ﹤0.01% 432
2018
Q2 		$1K Hold
10
– – ﹤0.01% 506
2018
Q1 		$1K Buy
+10
New +$505 ﹤0.01% 500

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Lenox Wealth Advisors's CMBS Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of iShares CMBS ETF (CMBS) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CMBS in Q1 2018 and held it in 10 quarters. The position peaked at $1K in Q2 2020. 58 funds tracked by Wall St. Rank hold CMBS as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining iShares CMBS ETF position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 iShares CMBS ETF shares in Q3 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in iShares CMBS ETF in Q1 2018 and held it in 10 quarters.
  • Lenox Wealth Advisors's iShares CMBS ETF position peaked at $1K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.