LWA
XLFS

Lenox Wealth Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Lenox Wealth Advisors’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-177
Closed -$7K – 602
2015
Q3 		$7K Buy
+177
New +$7K ﹤0.01% 224

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Lenox Wealth Advisors's XLFS Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q4 2015, closing a stake of 177 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in XLFS in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 33 funds tracked by Wall St. Rank hold XLFS as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 177 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q4 2015, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $7K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.