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Lenox Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Lenox Wealth Advisors’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-176
Closed -$8K – 219
2013
Q4 		$8K Buy
+176
New +$7.69K 0.01% 189

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Lenox Wealth Advisors's CSD Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2014, closing a stake of 176 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in CSD in Q4 2013 and held it in 1 quarter. The position peaked at $8K in Q4 2013. 76 funds tracked by Wall St. Rank hold CSD as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 176 Invesco S&P Spin-Off ETF shares in Q1 2014, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco S&P Spin-Off ETF position peaked at $8K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.