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Lenox Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Lenox Wealth Advisors’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-401
Closed -$10K – 237
2013
Q4 		$10K Buy
+401
New +$9.62K 0.01% 169

Other funds holding EUFN

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2014, closing a stake of 401 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in EUFN in Q4 2013 and held it in 1 quarter. The position peaked at $10K in Q4 2013. 48 funds tracked by Wall St. Rank hold EUFN as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 401 iShares MSCI Europe Financials ETF shares in Q1 2014, an estimated $10K.
  • Lenox Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $10K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2014.

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