LWA
NIB

Lenox Wealth Advisors’s iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 NIB Stock Holding History

Lenox Wealth Advisors’s Portfolio NIB Stock Details NIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-86
Closed -$3K – 351
2013
Q4 		$3K Buy
+86
New +$3.12K ﹤0.01% 284

Other funds holding NIB

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's NIB Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 (NIB) in Q1 2014, closing a stake of 86 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in NIB in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 13 funds tracked by Wall St. Rank hold NIB as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 86 iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 shares in Q1 2014, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 position peaked at $3K in Q4 2013.
  • 13 funds tracked by Wall St. Rank held iPath Bloomberg Cocoa Subindex Total Return ETN due June 24, 2038 as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.