LWA
XLYS

Lenox Wealth Advisors’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

Lenox Wealth Advisors’s Portfolio XLYS Stock Details XLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-120
Closed -$6K – 597
2015
Q3 		$6K Buy
+120
New +$6K ﹤0.01% 242

Other funds holding XLYS

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q4 2015, closing a stake of 120 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in XLYS in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 28 funds tracked by Wall St. Rank hold XLYS as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 120 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q4 2015, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $6K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q4 2015.

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