LWA
XLIS

Lenox Wealth Advisors’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

Lenox Wealth Advisors’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-43
Closed -$2K – 600
2015
Q3 		$2K Buy
+43
New +$2K ﹤0.01% 370

Other funds holding XLIS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q4 2015, closing a stake of 43 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in XLIS in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 30 funds tracked by Wall St. Rank hold XLIS as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 43 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q4 2015, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $2K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q4 2015.

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