Lenox Wealth Advisors’s United States Copper Index Fund CPER Stock Holding History

Lenox Wealth Advisors’s Portfolio CPER Stock Details CPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-40	Closed	-$1K	–	794
2019 Q4	$1K	Buy	+40	New	+$673	﹤0.01%	664

Other funds holding CPER

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Lenox Wealth Advisors's CPER Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of United States Copper Index Fund (CPER) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CPER in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 8 funds tracked by Wall St. Rank hold CPER as of Q1 2020.

Lenox Wealth Advisors reported no remaining United States Copper Index Fund position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 40 United States Copper Index Fund shares in Q1 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in United States Copper Index Fund in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's United States Copper Index Fund position peaked at $1K in Q4 2019.
8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.