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Lenox Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Lenox Wealth Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-216
Closed -$11K – 865
2019
Q4 		$11K Buy
+216
New +$10.4K ﹤0.01% 404

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PAMP
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Lenox Wealth Advisors's IYT Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2020, closing a stake of 216 shares — an estimated $11K sold.

Lenox Wealth Advisors first reported a position in IYT in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 124 funds tracked by Wall St. Rank hold IYT as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 216 iShares US Transportation ETF shares in Q1 2020, an estimated $11K.
  • Lenox Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Transportation ETF position peaked at $11K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.