Lenox Wealth Advisors’s E-TRACS UBS Bloomberg CMCI Gold ETN UBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-45	Closed	-$2K	–	974
2019 Q4	$2K	Buy	+45	New	+$1.68K	﹤0.01%	648

Other funds holding UBG

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of E-TRACS UBS Bloomberg CMCI Gold ETN (UBG) in Q1 2020, closing a stake of 45 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in UBG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 2 funds tracked by Wall St. Rank hold UBG as of Q1 2020.

Lenox Wealth Advisors reported no remaining E-TRACS UBS Bloomberg CMCI Gold ETN position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 45 E-TRACS UBS Bloomberg CMCI Gold ETN shares in Q1 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in E-TRACS UBS Bloomberg CMCI Gold ETN in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's E-TRACS UBS Bloomberg CMCI Gold ETN position peaked at $2K in Q4 2019.
2 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI Gold ETN as of Q1 2020.

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