LWA
IDV icon

Lenox Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Lenox Wealth Advisors’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$8K – 534
2015
Q3 		$8K Buy
+300
New +$9.17K ﹤0.01% 207

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Lenox Wealth Advisors's IDV Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of iShares International Select Dividend ETF (IDV) in Q4 2015, closing a stake of 300 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in IDV in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 253 funds tracked by Wall St. Rank hold IDV as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining iShares International Select Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 300 iShares International Select Dividend ETF shares in Q4 2015, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares International Select Dividend ETF position peaked at $8K in Q3 2015.
  • 253 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.