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Lenox Wealth Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Lenox Wealth Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,506
Closed -$167K – 189
2016
Q3 		$167K Hold
1,506
– – 0.05% 39
2016
Q2 		$160K Hold
1,506
– – 0.05% 43
2016
Q1 		$158K Hold
1,506
– – 0.05% 43
2015
Q4 		$152K Buy
+1,506
New +$154K 0.05% 44

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of Vanguard Industrials ETF (VIS) in Q4 2016, closing a stake of 1,506 shares — an estimated $167K sold.

Lenox Wealth Advisors first reported a position in VIS in Q4 2015 and held it in 4 quarters. The position peaked at $167K in Q3 2016. 138 funds tracked by Wall St. Rank hold VIS as of Q4 2016.

  • Lenox Wealth Advisors reported no remaining Vanguard Industrials ETF position as of Q4 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,506 Vanguard Industrials ETF shares in Q4 2016, an estimated $167K.
  • Lenox Wealth Advisors first reported a position in Vanguard Industrials ETF in Q4 2015 and held it in 4 quarters.
  • Lenox Wealth Advisors's Vanguard Industrials ETF position peaked at $167K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q4 2016.

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