Lenox Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-152	Closed	-$5K	–	105
2017 Q1	$5K	Hold	152	–	–	﹤0.01%	77
2016 Q4	$5K	Hold	152	–	–	﹤0.01%	102
2016 Q3	$5K	Hold	152	–	–	﹤0.01%	183
2016 Q2	$5K	Hold	152	–	–	﹤0.01%	189
2016 Q1	$5K	Hold	152	–	–	﹤0.01%	191
2015 Q4	$4K	Hold	152	–	–	﹤0.01%	252
2015 Q3	$4K	Hold	152	–	–	﹤0.01%	284
2015 Q2	$5K	Hold	152	–	–	﹤0.01%	207
2015 Q1	$5K	Hold	152	–	–	﹤0.01%	235
2014 Q4	$4K	Hold	152	–	–	﹤0.01%	264
2014 Q3	$4K	Hold	152	–	–	﹤0.01%	246
2014 Q2	$5K	Hold	152	–	–	﹤0.01%	164
2014 Q1	$5K	Hold	152	–	–	﹤0.01%	165
2013 Q4	$5K	Hold	152	–	–	﹤0.01%	230
2013 Q3	$4K	Hold	152	–	–	﹤0.01%	182
2013 Q2	$4K	Buy	+152	New	+$3.89K	﹤0.01%	204

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Advisors's ERTH Position: Q2 2017 in Review

Lenox Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2017, closing a stake of 152 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in ERTH in Q2 2013 and held it in 16 quarters. The position peaked at $5K in Q1 2017. 43 funds tracked by Wall St. Rank hold ERTH as of Q2 2017.

Lenox Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Advisors sold 152 Invesco MSCI Sustainable Future ETF shares in Q2 2017, an estimated $5K.
Lenox Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 16 quarters.
Lenox Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $5K in Q1 2017.
43 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2017.

Based on Lenox Wealth Advisors's 13F filing for Q2 2017, filed 10 Jul 2017.