Lenox Wealth Management’s iShares MSCI Spain ETF EWP Stock Holding History

Lenox Wealth Management’s Portfolio EWP Stock Details EWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,213	Closed	-$169K	–	587
2018 Q1	$169K	Buy	5,213 +4,928	+1,729%	+$166K	0.05%	136
2017 Q4	$9K	Hold	285	–	–	﹤0.01%	395
2017 Q3	$9K	Hold	285	–	–	﹤0.01%	406
2017 Q2	$9K	Buy	+285	New	+$9.22K	﹤0.01%	385

Other funds holding EWP

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Lenox Wealth Management's EWP Position: Q2 2018 in Review

Lenox Wealth Management sold out of iShares MSCI Spain ETF (EWP) in Q2 2018, closing a stake of 5,213 shares — an estimated $169K sold.

Lenox Wealth Management first reported a position in EWP in Q2 2017 and held it in 4 quarters. The position peaked at $169K in Q1 2018. 77 funds tracked by Wall St. Rank hold EWP as of Q2 2018.

Lenox Wealth Management reported no remaining iShares MSCI Spain ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Management sold 5,213 iShares MSCI Spain ETF shares in Q2 2018, an estimated $169K.
Lenox Wealth Management first reported a position in iShares MSCI Spain ETF in Q2 2017 and held it in 4 quarters.
Lenox Wealth Management's iShares MSCI Spain ETF position peaked at $169K in Q1 2018.
77 funds tracked by Wall St. Rank held iShares MSCI Spain ETF as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.