Lenox Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Lenox Wealth Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,252	Closed	-$67K	–	235
2016 Q1	$67K	Buy	2,252 +32	+1%	+$909	0.02%	71
2015 Q4	$66K	Buy	2,220 +12	+0.5%	+$359	0.02%	69
2015 Q3	$62K	Buy	2,208 +12	+0.5%	+$356	0.02%	68
2015 Q2	$66K	Buy	+2,196	New	+$67.8K	0.03%	52

Other funds holding ILCB

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's ILCB Position: Q2 2016 in Review

Lenox Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2016, closing a stake of 2,252 shares — an estimated $67K sold.

Lenox Wealth Advisors first reported a position in ILCB in Q2 2015 and held it in 4 quarters. The position peaked at $67K in Q1 2016. 60 funds tracked by Wall St. Rank hold ILCB as of Q2 2016.

Lenox Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q2 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 2,252 iShares Morningstar US Equity ETF shares in Q2 2016, an estimated $67K.
Lenox Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2015 and held it in 4 quarters.
Lenox Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $67K in Q1 2016.
60 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2016.

Based on Lenox Wealth Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.