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Lenox Wealth Advisors’s iShares MSCI Germany ETF EWG Stock Holding History

Lenox Wealth Advisors’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-734
Closed -$19K – 303
2015
Q4 		$19K Buy
734
+610
+492% +$16.2K 0.01% 142
2015
Q3 		$3K Buy
+124
New +$3.37K ﹤0.01% 306
2014
Q1 		– Sell
-182
Closed -$6K – 239
2013
Q4 		$6K Buy
+182
New +$5.38K ﹤0.01% 217

Other funds holding EWG

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Lenox Wealth Advisors's EWG Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of iShares MSCI Germany ETF (EWG) in Q1 2016, closing a stake of 734 shares — an estimated $19K sold.

Lenox Wealth Advisors first reported a position in EWG in Q4 2013 and held it in 3 quarters. The position peaked at $19K in Q4 2015. 189 funds tracked by Wall St. Rank hold EWG as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining iShares MSCI Germany ETF position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 734 iShares MSCI Germany ETF shares in Q1 2016, an estimated $19K.
  • Lenox Wealth Advisors first reported a position in iShares MSCI Germany ETF in Q4 2013 and held it in 3 quarters.
  • Lenox Wealth Advisors's iShares MSCI Germany ETF position peaked at $19K in Q4 2015.
  • 189 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.