Lenox Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,200	Closed	-$65K	–	211
2016 Q2	$65K	Hold	1,200	–	–	0.02%	76
2016 Q1	$64K	Hold	1,200	–	–	0.02%	75
2015 Q4	$64K	Hold	1,200	–	–	0.02%	71
2015 Q3	$59K	Hold	1,200	–	–	0.02%	70
2015 Q2	$63K	Hold	1,200	–	–	0.03%	57
2015 Q1	$62K	Buy	+1,200	New	+$61.7K	0.03%	70

Other funds holding IWY

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Lenox Wealth Advisors's IWY Position: Q3 2016 in Review

Lenox Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2016, closing a stake of 1,200 shares — an estimated $65K sold.

Lenox Wealth Advisors first reported a position in IWY in Q1 2015 and held it in 6 quarters. The position peaked at $65K in Q2 2016. 55 funds tracked by Wall St. Rank hold IWY as of Q3 2016.

Lenox Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 1,200 iShares Russell Top 200 Growth ETF shares in Q3 2016, an estimated $65K.
Lenox Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2015 and held it in 6 quarters.
Lenox Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $65K in Q2 2016.
55 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2016.

Based on Lenox Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.