Lenox Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,000	Closed	-$41K	–	540
2015 Q3	$41K	Buy	+1,000	New	+$42.5K	0.01%	97
2014 Q3	–	Sell	-2,521	Closed	-$101K	–	284
2014 Q2	$101K	Buy	2,521 +11	+0.4%	+$433	0.05%	36
2014 Q1	$106K	Sell	2,510 -389	-13%	-$15.5K	0.06%	32
2013 Q4	$118K	Buy	2,899 +416	+17%	+$15.9K	0.08%	35
2013 Q3	$89K	Buy	2,483 +608	+32%	+$22K	0.08%	22
2013 Q2	$64K	Buy	+1,875	New	+$59.9K	0.07%	27

Other funds holding KRE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lenox Wealth Advisors's KRE Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2015, closing a stake of 1,000 shares — an estimated $41K sold.

Lenox Wealth Advisors first reported a position in KRE in Q2 2013 and held it in 6 quarters. The position peaked at $118K in Q4 2013. 253 funds tracked by Wall St. Rank hold KRE as of Q4 2015.

Lenox Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 1,000 State Street SPDR S&P Regional Banking ETF shares in Q4 2015, an estimated $41K.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 6 quarters.
Lenox Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $118K in Q4 2013.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.