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Lenox Wealth Advisors’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Lenox Wealth Advisors’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-253
Closed -$7K – 410
2015
Q4 		$7K Buy
+253
New +$7.25K ﹤0.01% 203

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PAG
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NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
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Morgan Stanley
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CWM
Confluence Wealth Management Portland, Oregon $204M AUM 12.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lenox Wealth Advisors's USDU Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q1 2016, closing a stake of 253 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in USDU in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 34 funds tracked by Wall St. Rank hold USDU as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 253 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q1 2016, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $7K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.