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Lenox Wealth Advisors’s ProShares Ultra Energy DIG Stock Holding History

Lenox Wealth Advisors’s Portfolio DIG Stock Details DIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-190
Closed -$12K – 306
2015
Q1 		$12K Buy
+190
New +$12.2K ﹤0.01% 148

Other funds holding DIG

VCAM
Valentine Capital Asset Management Danville, California $89.6M AUM 0.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $117M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Lenox Wealth Advisors's DIG Position: Q2 2015 in Review

Lenox Wealth Advisors sold out of ProShares Ultra Energy (DIG) in Q2 2015, closing a stake of 190 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in DIG in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 28 funds tracked by Wall St. Rank hold DIG as of Q2 2015.

  • Lenox Wealth Advisors reported no remaining ProShares Ultra Energy position as of Q2 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 190 ProShares Ultra Energy shares in Q2 2015, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in ProShares Ultra Energy in Q1 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's ProShares Ultra Energy position peaked at $12K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held ProShares Ultra Energy as of Q2 2015.

Based on Lenox Wealth Advisors's 13F filing for Q2 2015, filed 9 Jul 2015.