Lenox Wealth Advisors’s iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 VXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-36	Closed	-$1K	–	988
2019 Q4	$1K	Buy	+36	New	+$1K	﹤0.01%	719
2016 Q4	–	Sell	-375	Closed	-$51K	–	211
2016 Q3	$51K	Buy	375 +184	+96%	+$29.4K	0.02%	85
2016 Q2	$42K	Buy	+191	New	+$47.6K	0.01%	98

Other funds holding VXX

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Lenox Wealth Advisors sold out of iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 (VXX) in Q1 2020, closing a stake of 36 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in VXX in Q2 2016 and held it in 3 quarters. The position peaked at $51K in Q3 2016. 2 funds tracked by Wall St. Rank hold VXX as of Q1 2020.

Lenox Wealth Advisors reported no remaining iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 36 iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 shares in Q1 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 in Q2 2016 and held it in 3 quarters.
Lenox Wealth Advisors's iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 position peaked at $51K in Q3 2016.
2 funds tracked by Wall St. Rank held iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019 as of Q1 2020.

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