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Lenox Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Lenox Wealth Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-735
Closed -$22K – 328
2014
Q4 		$22K Buy
+735
New +$21.6K 0.01% 128

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2015, closing a stake of 735 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in IYG in Q4 2014 and held it in 1 quarter. The position peaked at $22K in Q4 2014. 68 funds tracked by Wall St. Rank hold IYG as of Q1 2015.

  • Lenox Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 735 iShares US Financial Services ETF shares in Q1 2015, an estimated $22K.
  • Lenox Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Financial Services ETF position peaked at $22K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2015.

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