Lenox Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-30	Closed	-$1K	–	486
2017 Q1	$1K	Hold	30	–	–	﹤0.01%	221
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	225
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	207
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	215
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	223
2015 Q4	$1K	Buy	+30	New	+$1.46K	﹤0.01%	232

Other funds holding ICF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Lenox Wealth Management's ICF Position: Q2 2017 in Review

Lenox Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2017, closing a stake of 30 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in ICF in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 273 funds tracked by Wall St. Rank hold ICF as of Q2 2017.

Lenox Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Management sold 30 iShares Select U.S. REIT ETF shares in Q2 2017, an estimated $1K.
Lenox Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2015 and held it in 6 quarters.
Lenox Wealth Management's iShares Select U.S. REIT ETF position peaked at $2K in Q3 2016.
273 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.