Lenox Wealth Advisors’s ProShares Ultra MSCI EAFE EFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-15	Closed	–	–	628
2020 Q3	$0	Hold	15	–	–	﹤0.01%	590
2020 Q2	$0	Hold	15	–	–	﹤0.01%	643
2020 Q1	$0	Buy	+15	New	+$537	﹤0.01%	810

Other funds holding EFO

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

Cedar Capital Barrington, Illinois $54.9M AUM 33.3% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

COCM

Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Lenox Wealth Advisors's EFO Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of ProShares Ultra MSCI EAFE (EFO) in Q4 2020, closing a stake of 15 shares.

Lenox Wealth Advisors first reported a position in EFO in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 9 funds tracked by Wall St. Rank hold EFO as of Q4 2020.

Lenox Wealth Advisors reported no remaining ProShares Ultra MSCI EAFE position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 15 ProShares Ultra MSCI EAFE shares in Q4 2020.
Lenox Wealth Advisors first reported a position in ProShares Ultra MSCI EAFE in Q1 2020 and held it in 3 quarters.
Lenox Wealth Advisors's ProShares Ultra MSCI EAFE position peaked at $0 in Q3 2020.
9 funds tracked by Wall St. Rank held ProShares Ultra MSCI EAFE as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.