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Lenox Wealth Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Lenox Wealth Advisors’s Portfolio GXC Stock Details GXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8
Closed -$1K – 639
2020
Q3 		$1K Hold
8
– – ﹤0.01% 553
2020
Q2 		$1K Hold
8
– – ﹤0.01% 557
2020
Q1 		$1K Buy
+8
New +$791 ﹤0.01% 686

Other funds holding GXC

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in GXC in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 123 funds tracked by Wall St. Rank hold GXC as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining State Street SPDR S&P China ETF position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 8 State Street SPDR S&P China ETF shares in Q4 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in State Street SPDR S&P China ETF in Q1 2020 and held it in 3 quarters.
  • Lenox Wealth Advisors's State Street SPDR S&P China ETF position peaked at $1K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2020.

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