LWA
YAO

Lenox Wealth Advisors’s Invesco China All-Cap ETF YAO Stock Holding History

Lenox Wealth Advisors’s Portfolio YAO Stock Details YAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-57
Closed -$1K – 422
2013
Q3 		$1K Buy
+57
New +$1.4K ﹤0.01% 250

Other funds holding YAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's YAO Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of Invesco China All-Cap ETF (YAO) in Q4 2013, closing a stake of 57 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in YAO in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 19 funds tracked by Wall St. Rank hold YAO as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining Invesco China All-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 57 Invesco China All-Cap ETF shares in Q4 2013, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Invesco China All-Cap ETF in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco China All-Cap ETF position peaked at $1K in Q3 2013.
  • 19 funds tracked by Wall St. Rank held Invesco China All-Cap ETF as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.