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Lenox Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Lenox Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-400
Closed -$14K – 325
2014
Q4 		$14K Buy
+400
New +$13.5K 0.01% 155

Other funds holding IAT

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Lenox Wealth Advisors's IAT Position: Q1 2015 in Review

Lenox Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2015, closing a stake of 400 shares — an estimated $14K sold.

Lenox Wealth Advisors first reported a position in IAT in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 76 funds tracked by Wall St. Rank hold IAT as of Q1 2015.

  • Lenox Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 400 iShares US Regional Banks ETF shares in Q1 2015, an estimated $14K.
  • Lenox Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q4 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Regional Banks ETF position peaked at $14K in Q4 2014.
  • 76 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2015.

Based on Lenox Wealth Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.