Lenox Wealth Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

Lenox Wealth Advisors’s Portfolio XSD Stock Details XSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-70	Closed	-$7K	–	954
2019 Q4	$7K	Buy	+70	New	+$6.78K	﹤0.01%	453

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lenox Wealth Advisors's XSD Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q1 2020, closing a stake of 70 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in XSD in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 83 funds tracked by Wall St. Rank hold XSD as of Q1 2020.

Lenox Wealth Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 70 State Street SPDR S&P Semiconductor ETF shares in Q1 2020, an estimated $7K.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $7K in Q4 2019.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.