LWA
XLKS

Lenox Wealth Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Lenox Wealth Advisors’s Portfolio XLKS Stock Details XLKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-175
Closed -$8K – 599
2015
Q3 		$8K Buy
+175
New +$8K ﹤0.01% 211

Other funds holding XLKS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2015, closing a stake of 175 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in XLKS in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 51 funds tracked by Wall St. Rank hold XLKS as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 175 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2015, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $8K in Q3 2015.
  • 51 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2015.

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