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Lenox Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Lenox Wealth Advisors’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-425
Closed -$19K – 759
2020
Q4 		$19K Buy
425
+383
+912% +$15.3K ﹤0.01% 329
2020
Q3 		$1K Buy
+42
New +$1.44K ﹤0.01% 561

Other funds holding SYLD

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lenox Wealth Advisors's SYLD Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2021, closing a stake of 425 shares — an estimated $19K sold.

Lenox Wealth Advisors first reported a position in SYLD in Q3 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2020. 46 funds tracked by Wall St. Rank hold SYLD as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 425 Cambria Shareholder Yield ETF shares in Q1 2021, an estimated $19K.
  • Lenox Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q3 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $19K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.