LWA
SH icon

Lenox Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Lenox Wealth Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22
Closed -$2K – 917
2019
Q4 		$2K Buy
+22
New +$2.22K ﹤0.01% 621
2019
Q1 		– Sell
-8
Closed -$1K – 625
2018
Q4 		$1K Buy
+8
New +$942 ﹤0.01% 363

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of ProShares Short S&P500 (SH) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SH in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 205 funds tracked by Wall St. Rank hold SH as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining ProShares Short S&P500 position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 22 ProShares Short S&P500 shares in Q1 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in ProShares Short S&P500 in Q4 2018 and held it in 2 quarters.
  • Lenox Wealth Advisors's ProShares Short S&P500 position peaked at $2K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2020.

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