Lenox Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-451	Closed	-$15K	–	342
2013 Q4	$15K	Buy	+451	New	+$14K	0.01%	137

Other funds holding XHB

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Lenox Wealth Advisors's XHB Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2014, closing a stake of 451 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in XHB in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 146 funds tracked by Wall St. Rank hold XHB as of Q1 2014.

Lenox Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2014 after selling out during the quarter.
Lenox Wealth Advisors sold 451 State Street SPDR S&P Homebuilders ETF shares in Q1 2014, an estimated $15K.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2013 and held it in 1 quarter.
Lenox Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $15K in Q4 2013.
146 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.