Lenox Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,252	Closed	-$67K	–	235
2016 Q1	$67K	Buy	2,252 +32	+1%	+$909	0.02%	71
2015 Q4	$66K	Buy	2,220 +12	+0.5%	+$359	0.02%	69
2015 Q3	$62K	Buy	2,208 +12	+0.5%	+$356	0.02%	68
2015 Q2	$66K	Buy	+2,196	New	+$67.8K	0.03%	52

Other funds holding MLRG

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares MSCI USA ETF (MLRG) in Q2 2016, closing a stake of 2,252 shares — an estimated $67K sold.

Lenox Wealth Advisors first reported a position in MLRG in Q2 2015 and held it in 4 quarters. The position peaked at $67K in Q1 2016. 61 funds tracked by Wall St. Rank hold MLRG as of Q2 2016.

Lenox Wealth Advisors reported no remaining iShares MSCI USA ETF position as of Q2 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 2,252 iShares MSCI USA ETF shares in Q2 2016, an estimated $67K.
Lenox Wealth Advisors first reported a position in iShares MSCI USA ETF in Q2 2015 and held it in 4 quarters.
Lenox Wealth Advisors's iShares MSCI USA ETF position peaked at $67K in Q1 2016.
61 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2016.

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