Lenox Wealth Advisors’s First Trust Cloud Computing ETF SKYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-673	Closed	-$23K	–	175
2016 Q3	$23K	Hold	673	–	–	0.01%	132
2016 Q2	$20K	Hold	673	–	–	0.01%	135
2016 Q1	$20K	Hold	673	–	–	0.01%	133
2015 Q4	$20K	Buy	+673	New	+$20.4K	0.01%	140

Other funds holding SKYY

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

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lenox Wealth Advisors's SKYY Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2016, closing a stake of 673 shares — an estimated $23K sold.

Lenox Wealth Advisors first reported a position in SKYY in Q4 2015 and held it in 4 quarters. The position peaked at $23K in Q3 2016. 64 funds tracked by Wall St. Rank hold SKYY as of Q4 2016.

Lenox Wealth Advisors reported no remaining First Trust Cloud Computing ETF position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 673 First Trust Cloud Computing ETF shares in Q4 2016, an estimated $23K.
Lenox Wealth Advisors first reported a position in First Trust Cloud Computing ETF in Q4 2015 and held it in 4 quarters.
Lenox Wealth Advisors's First Trust Cloud Computing ETF position peaked at $23K in Q3 2016.
64 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.