Lenox Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,153	Closed	-$48K	–	501
2019 Q1	$48K	Buy	+1,153	New	+$49.4K	0.01%	132

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

Lenox Wealth Advisors's KBE Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2019, closing a stake of 1,153 shares — an estimated $48K sold.

Lenox Wealth Advisors first reported a position in KBE in Q1 2019 and held it in 1 quarter. The position peaked at $48K in Q1 2019. 199 funds tracked by Wall St. Rank hold KBE as of Q2 2019.

Lenox Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 1,153 State Street SPDR S&P Bank ETF shares in Q2 2019, an estimated $48K.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 1 quarter.
Lenox Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $48K in Q1 2019.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.