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Lenox Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Lenox Wealth Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-374
Closed -$16K – 236
2016
Q1 		$16K Buy
+374
New +$15.2K ﹤0.01% 149

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2016, closing a stake of 374 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in IYF in Q1 2016 and held it in 1 quarter. The position peaked at $16K in Q1 2016. 150 funds tracked by Wall St. Rank hold IYF as of Q2 2016.

  • Lenox Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 374 iShares US Financials ETF shares in Q2 2016, an estimated $16K.
  • Lenox Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2016 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Financials ETF position peaked at $16K in Q1 2016.
  • 150 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2016.

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