Lenox Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,260	Closed	-$52K	–	327
2014 Q4	$52K	Buy	+1,260	New	+$51K	0.02%	79

Other funds holding IMCV

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

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

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2015, closing a stake of 1,260 shares — an estimated $52K sold.

Lenox Wealth Advisors first reported a position in IMCV in Q4 2014 and held it in 1 quarter. The position peaked at $52K in Q4 2014. 41 funds tracked by Wall St. Rank hold IMCV as of Q1 2015.

Lenox Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 1,260 iShares Morningstar Mid-Cap Value ETF shares in Q1 2015, an estimated $52K.
Lenox Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2014 and held it in 1 quarter.
Lenox Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $52K in Q4 2014.
41 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2015.

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