LWA
XLVS

Lenox Wealth Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Lenox Wealth Advisors’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-76
Closed -$5K – 598
2015
Q3 		$5K Buy
+76
New +$5K ﹤0.01% 266

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2015, closing a stake of 76 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in XLVS in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 57 funds tracked by Wall St. Rank hold XLVS as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 76 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2015, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $5K in Q3 2015.
  • 57 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2015.

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